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
$4.33B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$51.2M
3
+$49.8M
4
SYK icon
Stryker
SYK
+$49.5M
5
SLB icon
SLB Ltd
SLB
+$48.6M

Top Sells

1
+$56.8M
2
+$52.1M
3
+$48.6M
4
IDXX icon
Idexx Laboratories
IDXX
+$43.2M
5
ABT icon
Abbott
ABT
+$42M

Sector Composition

1 Technology 18.27%
2 Industrials 15.8%
3 Healthcare 14.31%
4 Consumer Discretionary 13.12%
5 Consumer Staples 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.65M 0.18%
107,303
-2,046
102
$7.41M 0.17%
144,857
-1,110,017
103
$7.36M 0.17%
828,954
-114,644
104
$7.33M 0.17%
150,885
-18,121
105
$7.22M 0.17%
+151,489
106
$7.15M 0.17%
487,767
-64,699
107
$7.03M 0.16%
234,827
-23,372
108
$6.99M 0.16%
72,986
+4,188
109
$6.98M 0.16%
386,205
-6,645
110
$6.86M 0.16%
+185,950
111
$6.85M 0.16%
+151,834
112
$6.83M 0.16%
93,549
+1,853
113
$6.75M 0.16%
67,912
+53,243
114
$6.73M 0.16%
106,199
-11,233
115
$6.71M 0.15%
72,082
+56,593
116
$6.64M 0.15%
+182,503
117
$6.55M 0.15%
254,355
-22,905
118
$6.49M 0.15%
92,651
-3,406
119
$6.48M 0.15%
239,458
-22,115
120
$6.27M 0.14%
151,225
+117,773
121
$6.16M 0.14%
54,461
-1,603
122
$6.15M 0.14%
62,787
-459
123
$5.93M 0.14%
99,723
+777
124
$5.73M 0.13%
131,400
-2,085
125
$5.56M 0.13%
63,181
-820
3 4
5
6 7