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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16.8M 0.13%
97,993
-149
102
$16.4M 0.12%
374,874
-82,970
103
$16.3M 0.12%
46,681
-10,542
104
$16.1M 0.12%
223,505
-29,190
105
$16M 0.12%
552,405
+57,304
106
$15.8M 0.12%
75,795
+267
107
$15.8M 0.12%
33,484
+30
108
$15.7M 0.12%
121,355
-31,422
109
$15.6M 0.12%
88,337
+11,671
110
$15.6M 0.12%
52,234
+348
111
$15.4M 0.12%
87,842
-855
112
$15.4M 0.12%
194,602
+2,957
113
$15.3M 0.12%
173,186
+30,375
114
$15.2M 0.12%
60,675
+10,125
115
$15.2M 0.12%
124,037
+14,619
116
$14.8M 0.11%
48,739
-13,900
117
$14.6M 0.11%
39,505
+255
118
$14.6M 0.11%
230,353
+1,448
119
$14.6M 0.11%
320,529
+61,313
120
$14.5M 0.11%
104,408
+13,220
121
$14.4M 0.11%
89,491
-69
122
$14.4M 0.11%
79,711
+11,258
123
$14.4M 0.11%
+157,434
124
$14.3M 0.11%
164,402
-44,089
125
$14.3M 0.11%
149,802
+21,409
3 4
5
6 7