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
$3.47B
AUM Growth
-$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$40.9M
3
+$39M
4
AKAM icon
Akamai
AKAM
+$25.2M
5
DORM icon
Dorman Products
DORM
+$22.2M

Top Sells

1
+$84.9M
2
+$50.1M
3
+$39.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$34.3M
5
GWW icon
W.W. Grainger
GWW
+$31.9M

Sector Composition

1 Technology 18.33%
2 Industrials 14.94%
3 Healthcare 14.38%
4 Consumer Discretionary 13.67%
5 Financials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.39M 0.16%
59,373
-12,491
127
$5.36M 0.15%
85,107
+762
128
$5.3M 0.15%
33,809
-426
129
$5.29M 0.15%
85,580
+198
130
$5.24M 0.15%
33,954
-1,100
131
$4.99M 0.14%
61,982
+27
132
$4.96M 0.14%
180,972
-6,680
133
$4.92M 0.14%
52,709
-440
134
$4.9M 0.14%
61,591
-316
135
$4.78M 0.14%
23,150
-181
136
$4.55M 0.13%
47,053
+1,120
137
$4.54M 0.13%
96,948
-1,522
138
$4.43M 0.13%
246,530
+1,215
139
$4.3M 0.12%
23,331
-8,040
140
$4.26M 0.12%
44,708
+1,204
141
$4.25M 0.12%
+36,276
142
$4.15M 0.12%
27,055
+658
143
$4.09M 0.12%
30,552
+6
144
$3.85M 0.11%
57,117
+52
145
$3.76M 0.11%
93,173
-843
146
$3.65M 0.11%
222,388
-1,484
147
$3.65M 0.11%
57,492
-659
148
$3.53M 0.1%
40,437
-488
149
$3.51M 0.1%
82,234
+148
150
$3.35M 0.1%
77,225
-12,966
4 5
6
7 8