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
$12.8B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$92.4M
4
RGEN icon
Repligen
RGEN
+$88.4M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$197M
2
+$124M
3
+$78.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$61.2M
5
GNRC icon
Generac Holdings
GNRC
+$16.5M

Sector Composition

1 Technology 28.22%
2 Healthcare 19.04%
3 Industrials 14.95%
4 Consumer Discretionary 12.19%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.3M 0.1%
42,845
+8,972
127
$12.3M 0.1%
79,228
+21,804
128
$12.3M 0.1%
89,560
+2,664
129
$12.3M 0.1%
103,050
+25,234
130
$12.1M 0.09%
50,986
+930
131
$12.1M 0.09%
30,400
+5,875
132
$12M 0.09%
58,145
+1,225
133
$11.9M 0.09%
194,092
+24,187
134
$11.9M 0.09%
50,550
+11,432
135
$11.8M 0.09%
76,666
+3,025
136
$11.8M 0.09%
39,250
+6,689
137
$11.7M 0.09%
142,811
+5,573
138
$11.6M 0.09%
451,221
+5,418
139
$11.5M 0.09%
191,645
+5,632
140
$11.4M 0.09%
32,614
-671
141
$11.4M 0.09%
115,167
+3,061
142
$11.4M 0.09%
393,482
+124,078
143
$11.4M 0.09%
219,206
+43,768
144
$11.4M 0.09%
4,786
+1,247
145
$11.3M 0.09%
202,075
+13,964
146
$11.3M 0.09%
259,216
+23,523
147
$11.3M 0.09%
+97,255
148
$11.2M 0.09%
77,343
+1,418
149
$11.1M 0.09%
364,963
+52,894
150
$10.9M 0.09%
101,132
+2,451
4 5
6
7 8