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
$7.88B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$61.6M
3
+$56.9M
4
DXC icon
DXC Technology
DXC
+$6.96M
5
LULU icon
lululemon athletica
LULU
+$5.39M

Top Sells

1
+$78.6M
2
+$64.9M
3
+$53.7M
4
PAYC icon
Paycom
PAYC
+$20.9M
5
SNPS icon
Synopsys
SNPS
+$18M

Sector Composition

1 Technology 23.81%
2 Industrials 20.16%
3 Healthcare 16.11%
4 Consumer Discretionary 13.1%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.99M 0.11%
67,188
-21,483
102
$8.92M 0.11%
44,731
-373
103
$8.75M 0.11%
115,017
-2,755
104
$8.64M 0.11%
53,989
-2,761
105
$8.48M 0.11%
51,755
-518
106
$8.48M 0.11%
353,488
+4,188
107
$8.45M 0.11%
55,302
+675
108
$8.31M 0.11%
19,790
-2,185
109
$8.15M 0.1%
77,386
-2,506
110
$8.03M 0.1%
131,618
+1
111
$8M 0.1%
104,372
+4,582
112
$7.99M 0.1%
47,234
-33
113
$7.98M 0.1%
99,741
+129
114
$7.96M 0.1%
65,383
-1,657
115
$7.88M 0.1%
42,737
+1,612
116
$7.86M 0.1%
511,165
-12,905
117
$7.85M 0.1%
131,817
+14,024
118
$7.83M 0.1%
51,589
+883
119
$7.73M 0.1%
125,595
-7,599
120
$7.72M 0.1%
192,747
-5,900
121
$7.68M 0.1%
147,461
+154
122
$7.63M 0.1%
90,845
+310
123
$7.44M 0.09%
258,570
-7,700
124
$7.25M 0.09%
309,906
-8,824
125
$7.25M 0.09%
151,349
+6,050
3 4
5
6 7