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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.1M 0.13%
77,834
+681
127
$13.1M 0.13%
275,422
+18,554
128
$13M 0.12%
198,243
+7,874
129
$13M 0.12%
684,794
+66,071
130
$12.8M 0.12%
140,857
+4,420
131
$12.8M 0.12%
127,111
+4,181
132
$12.7M 0.12%
784,534
+125,826
133
$12.6M 0.12%
678,068
+93,759
134
$12.5M 0.12%
130,428
+29,025
135
$12.5M 0.12%
544,482
-27,348
136
$12.3M 0.12%
413,031
+96,420
137
$12.1M 0.12%
53,042
+804
138
$11.9M 0.11%
369,756
-10,674
139
$11.9M 0.11%
492,263
+47,325
140
$11.8M 0.11%
54,294
+36,078
141
$11.7M 0.11%
156,454
-34,374
142
$11.4M 0.11%
141,911
+3,770
143
$11.3M 0.11%
+345,313
144
$11.2M 0.11%
386,631
+66,894
145
$11.2M 0.11%
45,216
+42,889
146
$11.1M 0.11%
37,515
+8,662
147
$11M 0.11%
63,552
+1,903
148
$11M 0.11%
60,428
+886
149
$10.9M 0.1%
+85,832
150
$10.8M 0.1%
113,508
+65,772
4 5
6
7 8