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
$11.1B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$87.6M
3
+$79.9M
4
CME icon
CME Group
CME
+$77.5M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$13.7M

Top Sells

1
+$73.5M
2
+$70.8M
3
+$63M
4
LW icon
Lamb Weston
LW
+$59.6M
5
WSM icon
Williams-Sonoma
WSM
+$43M

Sector Composition

1 Technology 28.58%
2 Healthcare 17.89%
3 Industrials 16.11%
4 Consumer Discretionary 11.21%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10.1M 0.09%
121,031
+6,085
127
$10.1M 0.09%
27,051
-207
128
$9.94M 0.09%
79,048
+22
129
$9.86M 0.09%
+461,181
130
$9.79M 0.09%
157,143
+4,327
131
$9.73M 0.09%
118,410
+8,790
132
$9.71M 0.09%
123,193
+6,019
133
$9.67M 0.09%
185,727
-2,729
134
$9.48M 0.09%
74,645
+3,048
135
$9.48M 0.09%
32,585
+28,009
136
$9.37M 0.08%
44,487
+3,122
137
$9.32M 0.08%
126,682
+3,498
138
$9.28M 0.08%
375,875
-11,742
139
$9.24M 0.08%
121,745
-880
140
$9.1M 0.08%
+38,272
141
$9.04M 0.08%
33,429
-162
142
$9.01M 0.08%
194,360
+860
143
$8.77M 0.08%
+133,467
144
$8.71M 0.08%
120,288
+12,467
145
$8.7M 0.08%
51,164
+5,220
146
$8.67M 0.08%
33,195
+2,084
147
$8.66M 0.08%
36,522
+1,691
148
$8.56M 0.08%
78,644
+11,544
149
$8.55M 0.08%
64,860
+7,888
150
$8.55M 0.08%
104,961
+5,367
4 5
6
7 8