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
$4.03B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$47.2M
3
+$44.9M
4
ACN icon
Accenture
ACN
+$43.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.1M

Top Sells

1
+$52.7M
2
+$48.6M
3
+$40.4M
4
ARG
Airgas Inc
ARG
+$37.6M
5
SLB icon
SLB Ltd
SLB
+$37.2M

Sector Composition

1 Technology 19.74%
2 Industrials 15.79%
3 Healthcare 14.37%
4 Consumer Discretionary 13.39%
5 Financials 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.06M 0.13%
61,810
-25
127
$5.03M 0.12%
48,035
+338
128
$4.93M 0.12%
78,882
-318
129
$4.82M 0.12%
46,974
+93
130
$4.73M 0.12%
29,143
+866
131
$4.61M 0.11%
76,763
+44
132
$4.38M 0.11%
+121,131
133
$4.38M 0.11%
256,175
+1,420
134
$4.22M 0.1%
22,617
+2,757
135
$3.98M 0.1%
33,039
+1,045
136
$3.92M 0.1%
38,732
+1,005
137
$3.85M 0.1%
60,526
+972
138
$3.8M 0.09%
110,313
+6,568
139
$3.78M 0.09%
88,047
+2,545
140
$3.78M 0.09%
+43,513
141
$3.77M 0.09%
+107,623
142
$3.76M 0.09%
235,091
+2,003
143
$3.65M 0.09%
+91,031
144
$3.62M 0.09%
46,325
-105
145
$3.58M 0.09%
38,551
+1,502
146
$3.42M 0.08%
85,632
+855
147
$3.36M 0.08%
50,872
+5,534
148
$3.25M 0.08%
25,819
+1,113
149
$3.21M 0.08%
118,178
+3,227
150
$3.15M 0.08%
95,318
+39
4 5
6
7 8