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
$8.21B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$58.2M
4
DOV icon
Dover
DOV
+$57.8M
5
MSI icon
Motorola Solutions
MSI
+$47.9M

Top Sells

1
+$84.6M
2
+$72.7M
3
+$61.4M
4
NOC icon
Northrop Grumman
NOC
+$56.7M
5
ETSY icon
Etsy
ETSY
+$49.5M

Sector Composition

1 Technology 26.88%
2 Industrials 17.81%
3 Healthcare 15.03%
4 Consumer Discretionary 9.96%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.84M 0.1%
49,135
+2,113
127
$7.67M 0.09%
76,953
+397
128
$7.58M 0.09%
239,770
-8,340
129
$7.57M 0.09%
265,106
+16,004
130
$7.49M 0.09%
37,851
-195
131
$7.49M 0.09%
12,831
-505
132
$7.47M 0.09%
41,575
-867
133
$7.46M 0.09%
44,709
-1,672
134
$7.42M 0.09%
165,044
-2,824
135
$7.42M 0.09%
64,960
-53
136
$7.41M 0.09%
50,119
+2,152
137
$7.35M 0.09%
77,623
+566
138
$7.26M 0.09%
44,835
-1,341
139
$7.02M 0.09%
75,930
-1,128
140
$6.95M 0.08%
64,684
+507
141
$6.84M 0.08%
164,165
+1,138
142
$6.82M 0.08%
93,770
-484
143
$6.8M 0.08%
98,762
+1,671
144
$6.56M 0.08%
60,175
-1,585
145
$6.54M 0.08%
98,922
+446
146
$6.54M 0.08%
68,186
-818
147
$6.5M 0.08%
55,752
+258
148
$6.37M 0.08%
38,775
-1,113
149
$6.35M 0.08%
92,624
-2,378
150
$6.32M 0.08%
90,579
-12,623
4 5
6
7 8