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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.3M 0.11%
57,888
-257
127
$14.2M 0.11%
84,457
+10,833
128
$14.2M 0.11%
109,593
+12,338
129
$14M 0.11%
506,607
+55,386
130
$14M 0.11%
103,114
+1,982
131
$13.8M 0.1%
38,339
-6,739
132
$13.8M 0.1%
422,858
+29,376
133
$13.8M 0.1%
134,077
+21,028
134
$13.7M 0.1%
54,497
-12,737
135
$13.5M 0.1%
59,383
+11,501
136
$13.4M 0.1%
105,379
+7,541
137
$13.4M 0.1%
143,822
+28,655
138
$13.2M 0.1%
93,436
+11,667
139
$12.9M 0.1%
50,796
-11,870
140
$12.9M 0.1%
87,671
-21,399
141
$12.7M 0.1%
136,756
+16,101
142
$12.5M 0.1%
188,410
-6,560
143
$12.5M 0.1%
248,155
+46,080
144
$12.5M 0.09%
59,747
-1,257
145
$12.3M 0.09%
104,146
+14,192
146
$12.1M 0.09%
56,638
-408,343
147
$12M 0.09%
242,504
+23,298
148
$12M 0.09%
55,940
+933
149
$11.9M 0.09%
82,470
-19,483
150
$11.8M 0.09%
526,312
+80,995
4 5
6
7 8