CAM

Congress Asset Management Portfolio holdings

AUM $15B
1-Year Est. Return 31.1%
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.9B
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$55.6M
3
+$49.6M
4
CERN
Cerner Corp
CERN
+$27.8M
5
PII icon
Polaris
PII
+$26.4M

Top Sells

1
+$75.8M
2
+$61M
3
+$53M
4
CTSH icon
Cognizant
CTSH
+$46.4M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$22.7M

Sector Composition

1 Industrials 16.76%
2 Technology 15.06%
3 Consumer Discretionary 13.9%
4 Healthcare 13.76%
5 Financials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.16M 0.18%
76,499
+1,552
102
$7.08M 0.18%
71,489
+885
103
$6.67M 0.17%
293,225
+17,595
104
$6.66M 0.17%
255,616
+5,997
105
$6.55M 0.17%
59,197
+2,042
106
$6.27M 0.16%
182,898
+3,443
107
$6.22M 0.16%
138,034
+31,538
108
$6.19M 0.16%
65,831
-140
109
$6.05M 0.16%
171,961
+12,243
110
$6.02M 0.15%
57,318
+4,172
111
$6.01M 0.15%
75,134
+1,960
112
$6M 0.15%
76,584
+1,816
113
$5.91M 0.15%
+588,918
114
$5.88M 0.15%
406,364
+20,151
115
$5.8M 0.15%
95,184
+4,141
116
$5.67M 0.15%
113,423
+1,703
117
$5.65M 0.14%
69,469
-83,073
118
$5.58M 0.14%
89,638
+8,033
119
$5.3M 0.14%
129,984
-1,284
120
$5.28M 0.14%
48,026
+1,283
121
$5.24M 0.13%
31,587
-1,201
122
$5.19M 0.13%
31,320
-190
123
$5.04M 0.13%
37,573
-242
124
$5.04M 0.13%
25,562
+7,043
125
$4.93M 0.13%
66,747
-2,474
3 4
5
6 7