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
$7.73B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$89M
3
+$88M
4
XLNX
Xilinx Inc
XLNX
+$60.7M
5
AKS
AK Steel Holding Corp
AKS
+$4.32M

Top Sells

1
+$88.3M
2
+$72.7M
3
+$56.1M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
BWA icon
BorgWarner
BWA
+$36.8M

Sector Composition

1 Technology 21.87%
2 Industrials 18.56%
3 Healthcare 16.41%
4 Consumer Discretionary 14.92%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.74M 0.13%
27,270
-5,805
102
$9.65M 0.12%
66,060
+2,619
103
$9.55M 0.12%
42,888
-1,880
104
$9.53M 0.12%
84,922
+12
105
$9.31M 0.12%
56,923
-609
106
$9.26M 0.12%
83,238
-4,056
107
$9.17M 0.12%
216,380
-8,145
108
$9.09M 0.12%
39,779
-4,721
109
$9.07M 0.12%
39,429
+990
110
$8.73M 0.11%
60,057
111
$8.66M 0.11%
71,840
112
$8.57M 0.11%
92,577
+194
113
$8.55M 0.11%
135,967
-4,197
114
$8.45M 0.11%
342,630
+3,050
115
$8.43M 0.11%
63,874
-658
116
$8.43M 0.11%
34,511
-2,664
117
$8.37M 0.11%
46,383
+87
118
$8.36M 0.11%
40,316
+369
119
$8.31M 0.11%
144,789
-2,933
120
$8.3M 0.11%
160,377
+532
121
$8.17M 0.11%
53,832
-810
122
$8.14M 0.11%
244,517
-7,680
123
$8.06M 0.1%
94,814
+144
124
$8.04M 0.1%
342,068
+240
125
$7.93M 0.1%
49,859
+309
3 4
5
6 7