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
$9.97B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$97.6M
3
+$82.2M
4
NOC icon
Northrop Grumman
NOC
+$82.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$77.2M

Top Sells

1
+$82.6M
2
+$79.6M
3
+$63M
4
AZTA icon
Azenta
AZTA
+$57.5M
5
GNRC icon
Generac Holdings
GNRC
+$52.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.72%
3 Industrials 16%
4 Consumer Discretionary 14.24%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18M 0.18%
446,186
+2,352
102
$18M 0.18%
72,542
-2,356
103
$17.8M 0.18%
+431,954
104
$17.8M 0.18%
100,568
+3,335
105
$17.7M 0.18%
246,672
+23,474
106
$17.6M 0.18%
374,340
+13,584
107
$17.6M 0.18%
346,164
-27,969
108
$17.6M 0.18%
342,117
+54,339
109
$17.3M 0.17%
652,477
+3,149
110
$17.2M 0.17%
251,872
+18,300
111
$17.2M 0.17%
+161,974
112
$17.2M 0.17%
+792,520
113
$17M 0.17%
105,001
-137
114
$17M 0.17%
155,628
+150,588
115
$16.9M 0.17%
190,589
+26,653
116
$16.6M 0.17%
501,466
+16,850
117
$16.2M 0.16%
189,018
+17,867
118
$16.1M 0.16%
145,079
+896
119
$16.1M 0.16%
+176,390
120
$15.8M 0.16%
64,008
+566
121
$15.7M 0.16%
553,875
+72,329
122
$15.7M 0.16%
128,656
+10,400
123
$15.3M 0.15%
1,040,133
+113,717
124
$15.1M 0.15%
92,197
+985
125
$15.1M 0.15%
215,935
-9,088
3 4
5
6 7