CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$71.9M
3
+$70.3M
4
CARG icon
CarGurus
CARG
+$65M
5
VIK icon
Viking Holdings
VIK
+$62.4M

Top Sells

1
+$107M
2
+$91.9M
3
+$82.2M
4
USFD icon
US Foods
USFD
+$78.3M
5
DECK icon
Deckers Outdoor
DECK
+$75.8M

Sector Composition

1 Technology 33.81%
2 Industrials 16.97%
3 Consumer Discretionary 11.31%
4 Healthcare 9.91%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72.7M 0.48%
149,885
-12,613
77
$71.1M 0.47%
969,680
+26,639
78
$70.9M 0.47%
+1,903,207
79
$70.6M 0.47%
1,338,179
+154,817
80
$70.5M 0.47%
923,465
+187,611
81
$69.3M 0.46%
465,574
-121,141
82
$67.6M 0.45%
2,076,255
+209,476
83
$67.3M 0.45%
716,638
+29,901
84
$66.7M 0.44%
708,306
-172,498
85
$66.5M 0.44%
333,214
+5,781
86
$66.2M 0.44%
1,877,188
+1,709,975
87
$65.6M 0.44%
466,978
+21,985
88
$65.2M 0.43%
357,679
+290,679
89
$65M 0.43%
+1,046,347
90
$64.4M 0.43%
2,002,793
-298,267
91
$63M 0.42%
160,875
-27,129
92
$62.8M 0.42%
669,667
-170,821
93
$62.6M 0.42%
1,939,714
+52,964
94
$61.4M 0.41%
1,079,186
+54,716
95
$61M 0.41%
512,896
+24,780
96
$60.6M 0.4%
692,266
+18,298
97
$60.3M 0.4%
413,818
+375,922
98
$59.8M 0.4%
578,287
+47,480
99
$59.2M 0.39%
+590,647
100
$58.9M 0.39%
766,403
+21,736
2 3
4
5 6