CAM
Congress Asset Management Portfolio holdings
AUM
$15B
1-Year Est. Return
31.1%
1 Year Est. Return
+31.1%
AUM
$14.6B
AUM Growth
+$1.21B
(+9.1%)
Holding
405
Top Buys
| 1 | +$92.7M | |
| 2 | +$89M | |
| 3 | +$87.2M | |
| 4 |
Cloudflare
NET
|
+$84.3M |
| 5 |
Pinterest
PINS
|
+$82.5M |
Top Sells
| 1 | +$141M | |
| 2 | +$125M | |
| 3 | +$107M | |
| 4 |
Baker Hughes
BKR
|
+$95.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
CSW
101
CSW Industrials
CSW
$4.56B
| $59.8M | 0.41% |
208,459
+2,588
|
|
||
102
Comfort Systems
FIX
$33.9B
| $59.8M | 0.41% |
111,445
+3,880
|
|
||
103
Datadog
DDOG
$55.4B
| $59.7M | 0.41% |
444,746
-81,895
|
|
||
104
Merit Medical Systems
MMSI
$5.12B
| $59.4M | 0.41% |
635,089
+6,963
|
|
||
|
BCPC
105
Balchem Corp
BCPC
$5.04B
| $57.7M | 0.4% |
362,125
+3,625
|
|
||
106
LeMaitre Vascular
LMAT
$1.88B
| $56M | 0.38% |
673,968
+29,553
|
|
||
107
ACI Worldwide
ACIW
$4.76B
| $54.3M | 0.37% |
1,183,362
+2,523
|
|
||
108
Tractor Supply
TSCO
$28.4B
| $54.1M | 0.37% |
1,024,470
+20,588
|
|
||
|
JBTM
109
JBT Marel
JBTM
$7.28B
| $53.5M | 0.37% |
+444,993
|
|
||
110
Federal Signal
FSS
$6.88B
| $51.9M | 0.36% |
+488,116
|
|
||
111
Interface
TILE
$1.63B
| $51.8M | 0.36% |
2,473,541
+206,962
|
|
||
112
Inspire Medical Systems
INSP
$3.67B
| $48.4M | 0.33% |
373,347
+65,792
|
|
||
113
Cohen & Steers
CNS
$3.15B
| $47.8M | 0.33% |
634,618
-21,779
|
|
||
114
Champion Homes
SKY
$4.76B
| $46.1M | 0.32% |
735,854
+74,276
|
|
||
115
Power Integrations
POWI
$1.86B
| $40.2M | 0.28% |
718,673
-18,461
|
|
||
116
Yeti Holdings
YETI
$3.31B
| $39M | 0.27% |
1,237,425
+19,459
|
|
||
117
JPMorgan Chase
JPM
$841B
| $32M | 0.22% |
110,480
-2,262
|
|
||
118
Steris
STE
$25.8B
| $29.5M | 0.2% |
122,943
+1,800
|
|
||
119
Terreno Realty
TRNO
$6.46B
| $29.2M | 0.2% |
520,356
+8,896
|
|
||
120
BJs Wholesale Club
BJ
$11.6B
| $29M | 0.2% |
268,629
+14,406
|
|
||
121
Amphenol
APH
$170B
| $28.5M | 0.2% |
288,556
-18,209
|
|
||
122
Fortinet
FTNT
$60.8B
| $27.9M | 0.19% |
263,660
-8,762
|
|
||
123
Kinsale Capital Group
KNSL
$8.77B
| $27.4M | 0.19% |
56,714
+1,480
|
|
||
124
Zoetis
ZTS
$56.1B
| $27.1M | 0.19% |
173,551
-2,164
|
|
||
125
Insulet
PODD
$21.9B
| $25.1M | 0.17% |
79,821
+4,382
|
|