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
$6.65B
AUM Growth
-$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$75.7M
3
+$75.6M
4
ZBRA icon
Zebra Technologies
ZBRA
+$74.3M
5
GNRC icon
Generac Holdings
GNRC
+$73.4M

Top Sells

1
+$94.2M
2
+$90.5M
3
+$79.7M
4
HSIC icon
Henry Schein
HSIC
+$76.8M
5
CGNX icon
Cognex
CGNX
+$63.4M

Sector Composition

1 Technology 21.96%
2 Industrials 17.49%
3 Healthcare 15.94%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.22M 0.12%
131,766
+151
102
$8.05M 0.12%
27,597
+327
103
$7.99M 0.12%
42,341
-547
104
$7.91M 0.12%
40,627
+311
105
$7.55M 0.11%
87,944
-579,927
106
$7.46M 0.11%
78,751
-6,171
107
$7.41M 0.11%
291,440
-51,190
108
$7.36M 0.11%
207,135
-9,245
109
$7.35M 0.11%
+322,894
110
$7.29M 0.11%
34,787
+340
111
$7.26M 0.11%
93,754
+1,177
112
$7.17M 0.11%
98,371
+2,132
113
$7.17M 0.11%
164,944
+4,548
114
$7.16M 0.11%
54,582
+750
115
$7.08M 0.11%
70,867
-12,371
116
$6.98M 0.11%
128,958
-20,789
117
$6.98M 0.11%
+146,020
118
$6.96M 0.1%
343,780
+1,712
119
$6.92M 0.1%
50,536
+677
120
$6.88M 0.1%
45,975
-408
121
$6.83M 0.1%
122,295
-1,641
122
$6.78M 0.1%
132,762
+1,905
123
$6.69M 0.1%
142,588
-3,969
124
$6.67M 0.1%
101,643
-2,980
125
$6.65M 0.1%
89,741
+1,589
3 4
5
6 7