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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.2M 0.17%
97,096
+2,943
102
$16.8M 0.16%
149,293
-26,652
103
$16.3M 0.16%
195,926
+15,887
104
$16.2M 0.16%
72,259
+1,263
105
$15.9M 0.15%
103,827
+475
106
$15.8M 0.15%
105,659
-617
107
$15.7M 0.15%
210,253
+23,523
108
$15.6M 0.15%
152,507
-13,327
109
$15.5M 0.15%
63,315
-1,418
110
$15.2M 0.15%
133,831
+29,316
111
$14.8M 0.14%
155,375
-2,701
112
$14.7M 0.14%
159,881
+4,346
113
$14.4M 0.14%
208,644
+25,160
114
$14.2M 0.14%
47,258
+15,067
115
$14M 0.13%
107,974
+8,210
116
$14M 0.13%
186,452
+12,713
117
$13.9M 0.13%
481,542
+17,441
118
$13.8M 0.13%
530,831
+43,583
119
$13.7M 0.13%
201,789
+15,642
120
$13.7M 0.13%
120,705
+3,270
121
$13.6M 0.13%
112,315
-1,658
122
$13.6M 0.13%
337,279
+27,812
123
$13.5M 0.13%
190,649
+17,366
124
$13.2M 0.13%
90,138
+598
125
$13.2M 0.13%
54,124
+655
3 4
5
6 7