CAM
Congress Asset Management Portfolio holdings
AUM
$15B
1-Year Est. Return
31.1%
1 Year Est. Return
+31.1%
AUM
$15B
AUM Growth
+$448M
(+3.1%)
Holding
413
Top Buys
| 1 | +$84.1M | |
| 2 | +$77.8M | |
| 3 | +$70.9M | |
| 4 |
Modine Manufacturing
MOD
|
+$67.9M |
| 5 |
Viking Holdings
VIK
|
+$65M |
Top Sells
| 1 | +$107M | |
| 2 | +$78.8M | |
| 3 | +$75.4M | |
| 4 |
Trade Desk
TTD
|
+$71M |
| 5 |
Deckers Outdoor
DECK
|
+$70.5M |
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 | |
|---|---|---|---|---|---|---|
101
Datadog
DDOG
$55.9B
| $56.6M | 0.38% |
397,766
-46,980
|
|
||
102
Merit Medical Systems
MMSI
$5.03B
| $56M | 0.37% |
672,901
+37,812
|
|
||
|
BCPC
103
Balchem Corp
BCPC
$5.02B
| $55.8M | 0.37% |
372,152
+10,027
|
|
||
104
Booz Allen Hamilton
BAH
$9.99B
| $55.2M | 0.37% |
552,438
-106,373
|
|
||
105
Alnylam Pharmaceuticals
ALNY
$61.8B
| $54.2M | 0.36% |
+118,800
|
|
||
106
Fair Isaac
FICO
$41.9B
| $53.2M | 0.35% |
35,569
-13,209
|
|
||
|
CSW
107
CSW Industrials
CSW
$4.59B
| $51.4M | 0.34% |
211,639
+3,180
|
|
||
108
D.R. Horton
DHI
$45.9B
| $50.1M | 0.33% |
+295,522
|
|
||
109
Texas Roadhouse
TXRH
$11.2B
| $49.6M | 0.33% |
298,238
-117,217
|
|
||
110
e.l.f. Beauty
ELF
$4.6B
| $47.2M | 0.31% |
356,549
-594,760
|
|
||
111
Vericel Corp
VCEL
$1.92B
| $47M | 0.31% |
1,494,607
-247,717
|
|
||
112
Toast
TOST
$20.1B
| $44.4M | 0.3% |
+1,216,112
|
|
||
113
Cohen & Steers
CNS
$3.17B
| $42.3M | 0.28% |
644,560
+9,942
|
|
||
114
Yeti Holdings
YETI
$3.31B
| $40.9M | 0.27% |
1,233,690
-3,735
|
|
||
115
CAVA Group
CAVA
$6.06B
| $40.4M | 0.27% |
669,253
-82,741
|
|
||
116
Sprouts Farmers Market
SFM
$8.31B
| $36.2M | 0.24% |
332,700
-260,245
|
|
||
117
JPMorgan Chase
JPM
$844B
| $35M | 0.23% |
110,985
+505
|
|
||
118
Medpace
MEDP
$16.6B
| $33.3M | 0.22% |
64,695
+7,190
|
|
||
119
Steris
STE
$25.7B
| $33M | 0.22% |
133,224
+10,281
|
|
||
120
GoDaddy
GDDY
$17.2B
| $32.5M | 0.22% |
237,379
-172,459
|
|
||
121
Cooper Companies
COO
$15.2B
| $31M | 0.21% |
452,293
-540,640
|
|
||
122
Terreno Realty
TRNO
$6.46B
| $31M | 0.21% |
545,558
+25,202
|
|
||
123
SM Energy
SM
$2.23B
| $30.3M | 0.2% |
1,212,775
+201,704
|
|
||
124
iShares Russell Mid-Cap Growth ETF
IWP
$20B
| $29.9M | 0.2% |
210,106
+58,633
|
|
||
125
Oracle
ORCL
$592B
| $29.9M | 0.2% |
106,146
-1,830
|
|