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
$8.41B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$95.5M
3
+$94.6M
4
WST icon
West Pharmaceutical
WST
+$92.8M
5
LULU icon
lululemon athletica
LULU
+$68.2M

Top Sells

1
+$70.1M
2
+$68.7M
3
+$60.1M
4
HON icon
Honeywell
HON
+$50.9M
5
MSI icon
Motorola Solutions
MSI
+$49M

Sector Composition

1 Technology 29.18%
2 Healthcare 17.43%
3 Industrials 15.52%
4 Consumer Discretionary 10.98%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.18M 0.09%
166,142
+5,279
127
$7.09M 0.08%
138,895
-9,145
128
$7.04M 0.08%
65,981
-117
129
$7.04M 0.08%
31,486
-29,044
130
$6.87M 0.08%
29,298
-134
131
$6.86M 0.08%
87,921
-3,492
132
$6.81M 0.08%
366,682
+30,000
133
$6.81M 0.08%
68,339
+2,312
134
$6.8M 0.08%
76,125
+2,457
135
$6.8M 0.08%
123,693
+25,303
136
$6.7M 0.08%
212,370
-12,430
137
$6.66M 0.08%
53,117
-1,369
138
$6.59M 0.08%
80,793
+235
139
$6.54M 0.08%
36,590
-333
140
$6.19M 0.07%
95,182
+13,380
141
$5.9M 0.07%
63,380
+8,942
142
$5.86M 0.07%
39,313
-2,731
143
$5.83M 0.07%
20,126
+380
144
$5.81M 0.07%
51,753
+1,780
145
$5.78M 0.07%
58,235
+1,533
146
$5.68M 0.07%
58,752
-6,886
147
$5.6M 0.07%
67,754
-668
148
$5.59M 0.07%
125,042
-1,661
149
$5.57M 0.07%
94,226
-1,614
150
$5.43M 0.06%
81,518
-8,136
4 5
6
7 8