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
$3.9B
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$57.3M
2 +$55.6M
3 +$49.6M
4
CERN
Cerner Corp
CERN
+$27.8M
5
PII icon
Polaris
PII
+$26.4M

Top Sells

1 +$75.8M
2 +$61M
3 +$53M
4
CTSH icon
Cognizant
CTSH
+$46.4M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$22.7M

Sector Composition

1 Industrials 16.76%
2 Technology 15.06%
3 Consumer Discretionary 13.9%
4 Healthcare 13.76%
5 Financials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$4.87M 0.12%
52,282
+43,887
127
$4.84M 0.12%
23,289
+1,300
128
$4.81M 0.12%
95,339
+28,062
129
$4.75M 0.12%
65,004
-738
130
$4.63M 0.12%
41,158
-542,276
131
$4.6M 0.12%
85,077
-705
132
$4.55M 0.12%
191,242
+166,942
133
$4.53M 0.12%
63,241
-706
134
$4.5M 0.12%
101,793
-626
135
$4.31M 0.11%
62,229
-11
136
$4.31M 0.11%
116,567
-31
137
$4.24M 0.11%
+98,669
138
$4.22M 0.11%
35,710
-112
139
$4.17M 0.11%
84,416
+998
140
$4.01M 0.1%
72,777
-665
141
$4M 0.1%
57,972
-166
142
$3.9M 0.1%
+60,487
143
$3.69M 0.09%
43,094
+7,170
144
$3.67M 0.09%
43,885
-12,910
145
$3.63M 0.09%
83,095
+4,635
146
$3.44M 0.09%
18,967
+795
147
$3.41M 0.09%
24,263
+915
148
$3.41M 0.09%
124,550
+25,205
149
$3.34M 0.09%
46,724
+7,003
150
$3.29M 0.08%
40,452
+1,633