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
$12B
AUM Growth
+$882M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$85.6M
3
+$28.3M
4
DXCM icon
DexCom
DXCM
+$12M
5
ONTO icon
Onto Innovation
ONTO
+$11.8M

Top Sells

1
+$88.8M
2
+$78.9M
3
+$45.3M
4
GNRC icon
Generac Holdings
GNRC
+$34.5M
5
LW icon
Lamb Weston
LW
+$32.5M

Sector Composition

1 Technology 27.88%
2 Healthcare 19.55%
3 Industrials 15.3%
4 Consumer Discretionary 11%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.6M 0.11%
33,135
+868
102
$13.5M 0.11%
37,002
+161
103
$13.5M 0.11%
164,777
-216
104
$13.5M 0.11%
487,459
+26,278
105
$13.3M 0.11%
46,410
-1,515
106
$13.2M 0.11%
157,409
+266
107
$12.8M 0.11%
375,624
+5,368
108
$12.8M 0.11%
58,476
+1,424
109
$12.7M 0.11%
56,920
-404
110
$12.7M 0.11%
71,665
+1,046
111
$12.6M 0.11%
122,002
+971
112
$12.6M 0.11%
27,278
+227
113
$12.3M 0.1%
24,525
-192
114
$12.2M 0.1%
50,075
+392
115
$12.1M 0.1%
49,564
+1,552
116
$11.9M 0.1%
225,005
+6,687
117
$11.9M 0.1%
206,712
+1,082
118
$11.8M 0.1%
75,925
+1,280
119
$11.8M 0.1%
53,664
+229
120
$11.7M 0.1%
86,896
+2,334
121
$11.6M 0.1%
+132,787
122
$11.5M 0.1%
445,803
+26,843
123
$11.4M 0.1%
85,495
+945
124
$11.1M 0.09%
53,590
+2,426
125
$11.1M 0.09%
98,681
+2,461
3 4
5
6 7