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
$5.59B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$72M
3
+$47.7M
4
PGR icon
Progressive
PGR
+$44.6M
5
NOC icon
Northrop Grumman
NOC
+$43.3M

Top Sells

1
+$70.6M
2
+$58.9M
3
+$48.3M
4
GIII icon
G-III Apparel Group
GIII
+$40M
5
AKAM icon
Akamai
AKAM
+$37.7M

Sector Composition

1 Technology 20.38%
2 Industrials 18.41%
3 Consumer Discretionary 15.39%
4 Healthcare 14.14%
5 Financials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.96M 0.14%
57,104
+2,066
102
$7.9M 0.14%
70,070
-1,364
103
$7.81M 0.14%
170,548
-2,622
104
$7.75M 0.14%
104,437
+22
105
$7.6M 0.14%
151,813
-2,900
106
$7.59M 0.14%
495,194
-6,007
107
$7.44M 0.13%
421,122
+249
108
$7.42M 0.13%
25,821
-474
109
$7.39M 0.13%
229,645
-2,765
110
$7.19M 0.13%
220,837
-2,878
111
$7.13M 0.13%
+72,491
112
$7.08M 0.13%
129,856
-1,605
113
$6.8M 0.12%
84,241
-5,759
114
$6.73M 0.12%
57,513
-993
115
$6.72M 0.12%
70,018
-1,769
116
$6.66M 0.12%
111,673
-1,248
117
$6.63M 0.12%
38,527
+32,886
118
$6.61M 0.12%
263,900
+16,592
119
$6.55M 0.12%
354,896
-5,992
120
$6.48M 0.12%
316,847
+221
121
$6.48M 0.12%
53,352
-1,338
122
$6.38M 0.11%
37,012
+1,110
123
$6.32M 0.11%
204,561
-2,225
124
$6.03M 0.11%
63,184
+451
125
$5.85M 0.1%
128,648
+107,846
3 4
5
6 7