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
$7.77B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$88.6M
2
+$87.9M
3
+$87.6M
4
BAH icon
Booz Allen Hamilton
BAH
+$77.5M
5
DIS icon
Walt Disney
DIS
+$54.7M

Top Sells

1
+$85.3M
2
+$78.2M
3
+$71.6M
4
PVH icon
PVH
PVH
+$60.9M
5
UNH icon
UnitedHealth
UNH
+$51.3M

Sector Composition

1 Technology 24.91%
2 Industrials 19.52%
3 Healthcare 14.54%
4 Consumer Discretionary 12.13%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.19M 0.11%
45,591
+860
102
$8.18M 0.11%
111,585
-14,010
103
$8.18M 0.11%
87,068
-3,777
104
$8.16M 0.11%
101,552
+1,811
105
$8.12M 0.1%
65,013
-2,175
106
$7.94M 0.1%
154,118
+2,769
107
$7.94M 0.1%
38,046
+1,051
108
$7.85M 0.1%
140,368
-7,093
109
$7.78M 0.1%
52,384
+795
110
$7.77M 0.1%
47,985
+751
111
$7.7M 0.1%
75,487
-1,899
112
$7.69M 0.1%
13,336
-12,931
113
$7.63M 0.1%
167,868
+178
114
$7.38M 0.1%
29,895
+617
115
$7.3M 0.09%
61,760
-3,623
116
$7.29M 0.09%
103,202
-1,170
117
$7.24M 0.09%
162,755
-33,240
118
$7.23M 0.09%
265,558
-13,288
119
$7.22M 0.09%
249,102
+74,556
120
$7.17M 0.09%
104,202
+2,244
121
$7.14M 0.09%
97,091
+1,484
122
$7.12M 0.09%
43,185
-8,570
123
$7.03M 0.09%
76,556
+1,284
124
$6.85M 0.09%
248,110
-10,460
125
$6.77M 0.09%
35,179
+5,284
3 4
5
6 7