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
$12.8B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$136M
2 +$114M
3 +$92.4M
4
RGEN icon
Repligen
RGEN
+$88.4M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1 +$197M
2 +$124M
3 +$78.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$61.2M
5
GNRC icon
Generac Holdings
GNRC
+$16.5M

Sector Composition

1 Technology 28.22%
2 Healthcare 19.04%
3 Industrials 14.95%
4 Consumer Discretionary 12.19%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$16.1M 0.13%
264,936
+58,224
102
$16M 0.13%
62,639
-305,344
103
$15.8M 0.12%
98,142
+3,926
104
$15.7M 0.12%
45,078
+8,076
105
$15.4M 0.12%
447,207
+14,428
106
$14.9M 0.12%
88,697
-13,623
107
$14.8M 0.12%
252,695
-3,372,685
108
$14.5M 0.11%
129,051
+39,754
109
$14.2M 0.11%
33,454
+319
110
$13.9M 0.11%
73,285
+1,620
111
$13.8M 0.11%
155,066
-2,343
112
$13.8M 0.11%
473,524
+93,290
113
$13.6M 0.11%
34,582
+7,304
114
$13.5M 0.11%
109,070
+23,575
115
$13.4M 0.1%
101,953
+22,335
116
$13.3M 0.1%
21,421
-200,180
117
$13.2M 0.1%
67,234
+13,570
118
$13.1M 0.1%
97,838
-3,131
119
$13.1M 0.1%
75,528
-1,423
120
$13M 0.1%
151,383
+31,430
121
$12.9M 0.1%
61,004
+2,528
122
$12.7M 0.1%
495,101
+7,642
123
$12.6M 0.1%
109,418
+1,563
124
$12.5M 0.1%
228,905
+3,900
125
$12.4M 0.1%
51,886
+638