CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$89M
3
+$87.2M
4
NET icon
Cloudflare
NET
+$84.3M
5
PINS icon
Pinterest
PINS
+$82.5M

Top Sells

1
+$141M
2
+$125M
3
+$107M
4
BKR icon
Baker Hughes
BKR
+$95.2M
5
CPRT icon
Copart
CPRT
+$89.5M

Sector Composition

1 Technology 30.51%
2 Industrials 16.09%
3 Healthcare 12.33%
4 Financials 10.21%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$59.8M 0.41%
208,459
+2,588
102
$59.8M 0.41%
111,445
+3,880
103
$59.7M 0.41%
444,746
-81,895
104
$59.4M 0.41%
635,089
+6,963
105
$57.7M 0.4%
362,125
+3,625
106
$56M 0.38%
673,968
+29,553
107
$54.3M 0.37%
1,183,362
+2,523
108
$54.1M 0.37%
1,024,470
+20,588
109
$53.5M 0.37%
+444,993
110
$51.9M 0.36%
+488,116
111
$51.8M 0.36%
2,473,541
+206,962
112
$48.4M 0.33%
373,347
+65,792
113
$47.8M 0.33%
634,618
-21,779
114
$46.1M 0.32%
735,854
+74,276
115
$40.2M 0.28%
718,673
-18,461
116
$39M 0.27%
1,237,425
+19,459
117
$32M 0.22%
110,480
-2,262
118
$29.5M 0.2%
122,943
+1,800
119
$29.2M 0.2%
520,356
+8,896
120
$29M 0.2%
268,629
+14,406
121
$28.5M 0.2%
288,556
-18,209
122
$27.9M 0.19%
263,660
-8,762
123
$27.4M 0.19%
56,714
+1,480
124
$27.1M 0.19%
173,551
-2,164
125
$25.1M 0.17%
79,821
+4,382
3 4
5
6 7