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
$7.88B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$61.6M
3
+$56.9M
4
DXC icon
DXC Technology
DXC
+$6.96M
5
LULU icon
lululemon athletica
LULU
+$5.39M

Top Sells

1
+$78.6M
2
+$64.9M
3
+$53.7M
4
PAYC icon
Paycom
PAYC
+$20.9M
5
SNPS icon
Synopsys
SNPS
+$18M

Sector Composition

1 Technology 23.81%
2 Industrials 20.16%
3 Healthcare 16.11%
4 Consumer Discretionary 13.1%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.21M 0.09%
159,850
+2,504
127
$7.2M 0.09%
29,278
+939
128
$7M 0.09%
362,922
-4,829
129
$7M 0.09%
36,995
-4,898
130
$6.96M 0.09%
+126,119
131
$6.87M 0.09%
48,941
+307
132
$6.85M 0.09%
95,607
+3,767
133
$6.84M 0.09%
75,272
+1,540
134
$6.83M 0.09%
53,451
-8,616
135
$6.81M 0.09%
48,520
-1,242
136
$6.79M 0.09%
328,809
+7,293
137
$6.75M 0.09%
78,568
-403
138
$6.74M 0.09%
30,205
-579
139
$6.71M 0.09%
278,846
-5,551
140
$6.67M 0.08%
521,495
-570
141
$6.65M 0.08%
80,591
-52
142
$6.61M 0.08%
41,280
-772
143
$6.55M 0.08%
25,165
-615
144
$6.42M 0.08%
67,035
+2,713
145
$6.34M 0.08%
62,628
+1,651
146
$6.34M 0.08%
47,813
-925
147
$6.3M 0.08%
75,650
+1,141
148
$6.28M 0.08%
45,716
+2,260
149
$6.23M 0.08%
101,958
+4,587
150
$6.22M 0.08%
328,533
4 5
6
7 8