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
$14.2B
AUM Growth
-$820M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1 +$117M
2 +$104M
3 +$82.7M
4
EAT icon
Brinker International
EAT
+$73.5M
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$66.6M

Top Sells

1 +$110M
2 +$108M
3 +$104M
4
MSI icon
Motorola Solutions
MSI
+$92.7M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$80.9M

Sector Composition

1 Technology 31.3%
2 Industrials 17.6%
3 Healthcare 12.68%
4 Consumer Discretionary 11.64%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AUB icon
76
Atlantic Union Bankshares
AUB
$5.37B
$69.4M 0.49%
1,964,949
+87,761
SXT icon
77
Sensient Technologies
SXT
$4.07B
$69M 0.49%
734,573
+17,935
NET icon
78
Cloudflare
NET
$70.8B
$67.8M 0.48%
343,972
-57,796
ACIW icon
79
ACI Worldwide
ACIW
$4.29B
$66.5M 0.47%
1,391,125
+52,946
VIK icon
80
Viking Holdings
VIK
$36.5B
$65.7M 0.46%
920,208
-126,139
CSW
81
CSW Industrials
CSW
$4.87B
$65M 0.46%
221,450
+9,811
PLTR icon
82
Palantir
PLTR
$345B
$64.4M 0.45%
362,193
+4,514
IWP icon
83
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$62.8M 0.44%
458,580
+248,474
P
84
Everpure Inc
P
$22.7B
$62.1M 0.44%
927,345
-324,944
VCEL icon
85
Vericel Corp
VCEL
$1.72B
$59.9M 0.42%
1,664,578
+169,971
FSS icon
86
Federal Signal
FSS
$7.04B
$59.9M 0.42%
551,556
+38,660
CYBR
87
DELISTED
CyberArk
CYBR
$59.7M 0.42%
133,851
-138,655
CRDO icon
88
Credo Technology Group
CRDO
$34.5B
$59.5M 0.42%
413,287
-531
LMAT icon
89
LeMaitre Vascular
LMAT
$2.58B
$59.4M 0.42%
732,331
+40,065
KEX icon
90
Kirby Corp
KEX
$8.1B
$58.4M 0.41%
+529,902
EHC icon
91
Encompass Health
EHC
$10.1B
$58.2M 0.41%
548,170
-71,221
BCPC
92
Balchem Corp
BCPC
$5.66B
$58.1M 0.41%
378,746
+6,594
GWRE icon
93
Guidewire Software
GWRE
$10.8B
$58M 0.41%
288,327
-66,372
TGTX icon
94
TG Therapeutics
TGTX
$6.08B
$57.3M 0.4%
+1,922,410
CXT icon
95
Crane NXT
CXT
$2.61B
$57.3M 0.4%
1,216,829
+49,669
YETI icon
96
Yeti Holdings
YETI
$3.11B
$57.1M 0.4%
1,293,164
+59,474
TSCO icon
97
Tractor Supply
TSCO
$20.4B
$56.3M 0.4%
1,126,558
+47,372
BOX icon
98
Box
BOX
$3.21B
$55.5M 0.39%
1,855,109
-84,605
FICO icon
99
Fair Isaac
FICO
$22.9B
$54.6M 0.38%
32,321
-3,248
GRMN icon
100
Garmin
GRMN
$51.7B
$50M 0.35%
246,662
-130,769