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
$3.47B
AUM Growth
-$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$40.9M
3
+$39M
4
AKAM icon
Akamai
AKAM
+$25.2M
5
DORM icon
Dorman Products
DORM
+$22.2M

Top Sells

1
+$84.9M
2
+$50.1M
3
+$39.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$34.3M
5
GWW icon
W.W. Grainger
GWW
+$31.9M

Sector Composition

1 Technology 18.33%
2 Industrials 14.94%
3 Healthcare 14.38%
4 Consumer Discretionary 13.67%
5 Financials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.41M 0.24%
96,040
+7,222
102
$8.29M 0.24%
135,033
-522
103
$8.24M 0.24%
+131,158
104
$7.93M 0.23%
+145,846
105
$7.9M 0.23%
15,709,200
+1,026,760
106
$7.83M 0.23%
211,414
+15,946
107
$7.74M 0.22%
241,475
+19,335
108
$7.74M 0.22%
513,645
-2,274,660
109
$7.7M 0.22%
908,589
+72,080
110
$7.52M 0.22%
231,132
+23,953
111
$7.48M 0.22%
80,348
+1,057
112
$6.79M 0.2%
141,337
+33,212
113
$6.71M 0.19%
79,155
+1,415
114
$6.56M 0.19%
84,424
+1,843
115
$6.45M 0.19%
154,070
+39,449
116
$6.37M 0.18%
75,428
+22,809
117
$6.16M 0.18%
113,984
-8,558
118
$6.09M 0.18%
65,197
-1,043
119
$6M 0.17%
62,659
-591
120
$5.94M 0.17%
127,416
+2,125
121
$5.9M 0.17%
47,307
-1,208
122
$5.74M 0.17%
103,076
-223
123
$5.63M 0.16%
61,413
-2,463
124
$5.59M 0.16%
67,199
+204
125
$5.49M 0.16%
30,361
-259
3 4
5
6 7