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
$4.33B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$51.2M
3
+$49.8M
4
SYK icon
Stryker
SYK
+$49.5M
5
SLB icon
SLB Ltd
SLB
+$48.6M

Top Sells

1
+$56.8M
2
+$52.1M
3
+$48.6M
4
IDXX icon
Idexx Laboratories
IDXX
+$43.2M
5
ABT icon
Abbott
ABT
+$42M

Sector Composition

1 Technology 18.27%
2 Industrials 15.8%
3 Healthcare 14.31%
4 Consumer Discretionary 13.12%
5 Consumer Staples 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.42M 0.13%
21,201
-23
127
$5.27M 0.12%
288,835
+4,340
128
$5.05M 0.12%
63,360
+425
129
$5.05M 0.12%
272,298
-25,592
130
$4.96M 0.11%
184,490
-3,528
131
$4.9M 0.11%
61,800
-12
132
$4.83M 0.11%
22,924
+4,525
133
$4.8M 0.11%
+59,576
134
$4.67M 0.11%
84,519
+1,115
135
$4.66M 0.11%
30,624
+714
136
$4.61M 0.11%
+67,042
137
$4.55M 0.11%
79,581
+1,059
138
$4.5M 0.1%
71,177
+1,663
139
$4.12M 0.1%
90,807
+1,451
140
$4.11M 0.09%
+510,250
141
$4.07M 0.09%
124,800
+448
142
$4.03M 0.09%
34,525
+2,238
143
$3.95M 0.09%
26,958
+1,126
144
$3.92M 0.09%
119,539
+2,000
145
$3.91M 0.09%
46,846
+1,144
146
$3.79M 0.09%
27,762
+1,584
147
$3.79M 0.09%
245,280
+2,890
148
$3.72M 0.09%
35,715
+1,291
149
$3.72M 0.09%
64,589
+1,727
150
$3.71M 0.09%
42,581
-174
4 5
6
7 8