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
$11.1B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$87.6M
3
+$79.9M
4
CME icon
CME Group
CME
+$77.5M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$13.7M

Top Sells

1
+$73.5M
2
+$70.8M
3
+$63M
4
LW icon
Lamb Weston
LW
+$59.6M
5
WSM icon
Williams-Sonoma
WSM
+$43M

Sector Composition

1 Technology 28.58%
2 Healthcare 17.89%
3 Industrials 16.11%
4 Consumer Discretionary 11.21%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.7M 0.11%
47,925
+3,353
102
$12.7M 0.11%
57,324
+1,192
103
$12.4M 0.11%
57,052
+1,992
104
$12.2M 0.11%
370,256
+1,604
105
$12M 0.11%
24,717
-71
106
$11.9M 0.11%
48,012
+1,587
107
$11.8M 0.11%
53,435
+4,113
108
$11.7M 0.11%
386,093
+40,316
109
$11.6M 0.11%
207,286
-4,065
110
$11.6M 0.1%
70,619
+4,796
111
$11.4M 0.1%
128,477
+7,171
112
$11.4M 0.1%
32,267
-208,221
113
$11.4M 0.1%
49,320
+1,967
114
$11.3M 0.1%
34,285
-446
115
$11.3M 0.1%
218,318
+13,345
116
$11M 0.1%
56,809
-183
117
$11M 0.1%
189,771
-1,082,611
118
$10.9M 0.1%
26,334
+203
119
$10.9M 0.1%
84,562
+1,147
120
$10.8M 0.1%
84,550
+554
121
$10.6M 0.1%
205,630
-60,770
122
$10.5M 0.1%
49,683
-164
123
$10.4M 0.09%
113,417
+3,540
124
$10.4M 0.09%
96,220
+2,681
125
$10.2M 0.09%
66,678
-2,848
3 4
5
6 7