CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.98%
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 16.94%
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
TMO icon
76
Thermo Fisher Scientific
TMO
$186B
$72.7M 0.48%
149,885
-12,613
ABCB icon
77
Ameris Bancorp
ABCB
$5.25B
$71.1M 0.47%
969,680
+26,639
CARG icon
78
CarGurus
CARG
$2.99B
$70.9M 0.47%
+1,903,207
ACIW icon
79
ACI Worldwide
ACIW
$4.14B
$70.6M 0.47%
1,338,179
+154,817
SKY icon
80
Champion Homes
SKY
$4.84B
$70.5M 0.47%
923,465
+187,611
LRN icon
81
Stride
LRN
$3.62B
$69.3M 0.46%
465,574
-121,141
UTI icon
82
Universal Technical Institute
UTI
$1.99B
$67.6M 0.45%
2,076,255
+209,476
SXT icon
83
Sensient Technologies
SXT
$4.05B
$67.3M 0.45%
716,638
+29,901
DSGX icon
84
Descartes Systems
DSGX
$5.7B
$66.7M 0.44%
708,306
-172,498
UFPT icon
85
UFP Technologies
UFPT
$1.54B
$66.5M 0.44%
333,214
+5,781
AUB icon
86
Atlantic Union Bankshares
AUB
$5.12B
$66.2M 0.44%
1,877,188
+1,709,975
JBTM
87
JBT Marel
JBTM
$7.78B
$65.6M 0.44%
466,978
+21,985
PLTR icon
88
Palantir
PLTR
$336B
$65.2M 0.43%
357,679
+290,679
VIK icon
89
Viking Holdings
VIK
$32.2B
$65M 0.43%
+1,046,347
PINS icon
90
Pinterest
PINS
$12.3B
$64.4M 0.43%
2,002,793
-298,267
VRTX icon
91
Vertex Pharmaceuticals
VRTX
$120B
$63M 0.42%
160,875
-27,129
BRO icon
92
Brown & Brown
BRO
$24.1B
$62.8M 0.42%
669,667
-170,821
BOX icon
93
Box
BOX
$3.36B
$62.6M 0.42%
1,939,714
+52,964
TSCO icon
94
Tractor Supply
TSCO
$27.1B
$61.4M 0.41%
1,079,186
+54,716
FSS icon
95
Federal Signal
FSS
$7.12B
$61M 0.41%
512,896
+24,780
LMAT icon
96
LeMaitre Vascular
LMAT
$2.37B
$60.6M 0.4%
692,266
+18,298
CRDO icon
97
Credo Technology Group
CRDO
$17.1B
$60.3M 0.4%
413,818
+375,922
ITGR icon
98
Integer Holdings
ITGR
$2.89B
$59.8M 0.4%
578,287
+47,480
NOVT icon
99
Novanta
NOVT
$4.91B
$59.2M 0.39%
+590,647
KNF icon
100
Knife River
KNF
$4.82B
$58.9M 0.39%
766,403
+21,736