CAM
Congress Asset Management Portfolio holdings
AUM
$15B
1-Year Est. Return
31.1%
1 Year Est. Return
+31.1%
AUM
$15B
AUM Growth
+$448M
(+3.1%)
Holding
413
Top Buys
| 1 | +$84.1M | |
| 2 | +$77.8M | |
| 3 | +$70.9M | |
| 4 |
Modine Manufacturing
MOD
|
+$67.9M |
| 5 |
Viking Holdings
VIK
|
+$65M |
Top Sells
| 1 | +$107M | |
| 2 | +$78.8M | |
| 3 | +$75.4M | |
| 4 |
Trade Desk
TTD
|
+$71M |
| 5 |
Deckers Outdoor
DECK
|
+$70.5M |
Sector Composition
| 1 | Technology | 33.81% |
| 2 | Industrials | 16.94% |
| 3 | Consumer Discretionary | 11.31% |
| 4 | Healthcare | 9.91% |
| 5 | Financials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
PTC
PTC
$21.1B
| $29.7M | 0.2% |
146,492
+17,134
|
|
||
127
Repligen
RGEN
$9.37B
| $29.2M | 0.19% |
218,592
+66,142
|
|
||
128
Valmont Industries
VMI
$8.11B
| $29M | 0.19% |
74,828
+8,764
|
|
||
129
BJs Wholesale Club
BJ
$11.8B
| $28.2M | 0.19% |
302,329
+33,700
|
|
||
130
Insulet
PODD
$21.8B
| $27.7M | 0.18% |
89,797
+9,976
|
|
||
131
Caterpillar
CAT
$270B
| $25.8M | 0.17% |
54,084
-265
|
|
||
132
Hawkins
HWKN
$2.77B
| $25.2M | 0.17% |
137,712
+18,388
|
|
||
133
Zoetis
ZTS
$54.3B
| $24.9M | 0.17% |
170,374
-3,177
|
|
||
134
Power Integrations
POWI
$1.88B
| $23.9M | 0.16% |
593,599
-125,074
|
|
||
135
Stryker
SYK
$141B
| $21.7M | 0.14% |
58,808
-1,246
|
|
||
136
Fortinet
FTNT
$61.6B
| $20.7M | 0.14% |
246,462
-17,198
|
|
||
137
Analog Devices
ADI
$131B
| $20.6M | 0.14% |
83,848
-2,674
|
|
||
138
Lincoln Electric
LECO
$13B
| $20.4M | 0.14% |
86,305
+9,897
|
|
||
139
Range Resources
RRC
$9.16B
| $20.3M | 0.14% |
539,285
+58,335
|
|
||
140
TE Connectivity
TEL
$67B
| $20.3M | 0.13% |
92,295
-1,615
|
|
||
141
EXL Service
EXLS
$6.35B
| $19.3M | 0.13% |
438,533
+265,348
|
|
||
142
Broadridge
BR
$26.6B
| $19.2M | 0.13% |
80,734
-1,138
|
|
||
143
Duolingo
DUOL
$8.53B
| $19.2M | 0.13% |
59,722
+6,781
|
|
||
144
Western Alliance Bancorporation
WAL
$9.08B
| $18.7M | 0.12% |
215,419
+27,329
|
|
||
145
CME Group
CME
$99.5B
| $18.5M | 0.12% |
68,361
-534
|
|
||
146
Prestige Consumer Healthcare
PBH
$2.84B
| $18.4M | 0.12% |
295,423
-714,172
|
|
||
147
Allstate
ALL
$55B
| $18.3M | 0.12% |
85,336
-901
|
|
||
148
Linde
LIN
$190B
| $18.2M | 0.12% |
38,240
-273
|
|
||
149
Alphabet (Google) Class C
GOOG
$3.81T
| $18M | 0.12% |
74,025
-1,105
|
|
||
150
Mastercard
MA
$497B
| $17.8M | 0.12% |
31,334
-152
|
|