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
$7.65B
AUM Growth
+$996M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$59.2M
3
+$56.9M
4
AOS icon
A.O. Smith
AOS
+$9.9M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$9.28M

Top Sells

1
+$88.9M
2
+$88.1M
3
+$49.9M
4
STI
SunTrust Banks, Inc.
STI
+$39.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M

Sector Composition

1 Technology 23.74%
2 Industrials 17.99%
3 Healthcare 15.84%
4 Consumer Discretionary 14.92%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.39M 0.1%
62,067
-5,918
127
$7.36M 0.1%
25,780
-1,343
128
$7.28M 0.1%
117,793
-4,502
129
$7.01M 0.09%
92,378
-9,265
130
$6.91M 0.09%
28,339
+937
131
$6.88M 0.09%
147,307
+28,988
132
$6.87M 0.09%
522,065
-7,725
133
$6.69M 0.09%
41,893
-433
134
$6.69M 0.09%
30,784
+184
135
$6.65M 0.09%
90,816
-1,510
136
$6.56M 0.09%
37,749
+1,220
137
$6.44M 0.08%
+367,751
138
$6.41M 0.08%
116,562
+25,780
139
$6.39M 0.08%
321,516
+168,705
140
$6.36M 0.08%
157,346
+7,079
141
$6.29M 0.08%
91,840
+2,544
142
$6.2M 0.08%
60,977
+2,355
143
$6.18M 0.08%
42,052
+2,052
144
$6.12M 0.08%
73,732
+9,519
145
$6.1M 0.08%
49,762
+1,887
146
$6.08M 0.08%
48,634
+8,109
147
$6.07M 0.08%
44,901
+5,237
148
$6M 0.08%
74,509
+2,152
149
$5.88M 0.08%
168,932
-2,809
150
$5.83M 0.08%
61,300
4 5
6
7 8