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
$8.41B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$95.5M
3
+$94.6M
4
WST icon
West Pharmaceutical
WST
+$92.8M
5
LULU icon
lululemon athletica
LULU
+$68.2M

Top Sells

1
+$70.1M
2
+$68.7M
3
+$60.1M
4
HON icon
Honeywell
HON
+$50.9M
5
MSI icon
Motorola Solutions
MSI
+$49M

Sector Composition

1 Technology 29.18%
2 Healthcare 17.43%
3 Industrials 15.52%
4 Consumer Discretionary 10.98%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.57M 0.11%
26,559
-186
102
$9.31M 0.11%
91,860
-25,504
103
$9.3M 0.11%
43,648
+1,109
104
$8.92M 0.11%
52,599
-66
105
$8.84M 0.11%
189,480
-3,779
106
$8.75M 0.1%
66,230
+877
107
$8.7M 0.1%
363,340
+9,160
108
$8.65M 0.1%
49,278
-542
109
$8.65M 0.1%
31,521
+488
110
$8.39M 0.1%
85,456
-1,002
111
$8.28M 0.1%
112,192
+412
112
$8.26M 0.1%
110,046
-3,711
113
$8.22M 0.1%
112,225
-1,078
114
$8.15M 0.1%
48,196
+235
115
$8.07M 0.1%
65,304
-7,849
116
$7.99M 0.09%
69,710
+51,418
117
$7.88M 0.09%
199,032
-17,177
118
$7.88M 0.09%
210,495
+4,797
119
$7.7M 0.09%
10,967
-1,217
120
$7.68M 0.09%
40,756
-257
121
$7.67M 0.09%
32,875
-626
122
$7.65M 0.09%
110,711
+698
123
$7.59M 0.09%
52,473
-352,176
124
$7.55M 0.09%
106,270
+1,090
125
$7.36M 0.09%
+35,624
3 4
5
6 7