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
$9.97B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$97.6M
3
+$82.2M
4
NOC icon
Northrop Grumman
NOC
+$82.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$77.2M

Top Sells

1
+$82.6M
2
+$79.6M
3
+$63M
4
AZTA icon
Azenta
AZTA
+$57.5M
5
GNRC icon
Generac Holdings
GNRC
+$52.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.72%
3 Industrials 16%
4 Consumer Discretionary 14.24%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15M 0.15%
112,015
+1,044
127
$14.9M 0.15%
168,080
+5,232
128
$14.8M 0.15%
24,705
+152
129
$14.8M 0.15%
56,301
+859
130
$14.6M 0.15%
34,139
+943
131
$14.5M 0.15%
67,814
+1,734
132
$14.4M 0.14%
711,821
+11,113
133
$14.3M 0.14%
46,307
-214
134
$13.8M 0.14%
126,629
+2,103
135
$13.8M 0.14%
62,425
+913
136
$13.6M 0.14%
55,293
+874
137
$13.4M 0.13%
351,374
-12,798
138
$13.1M 0.13%
275,317
+22,611
139
$12.9M 0.13%
199,969
+10,793
140
$12.8M 0.13%
94,183
+1,988
141
$12.7M 0.13%
36,465
+42
142
$12.7M 0.13%
407,034
-13,654
143
$12.6M 0.13%
257,393
-13,656
144
$12.6M 0.13%
47,680
+1,414
145
$12.5M 0.13%
158,567
+12,209
146
$12.3M 0.12%
125,724
+941
147
$12.2M 0.12%
678,304
-19,334
148
$11.3M 0.11%
+335,816
149
$11.2M 0.11%
80,089
-5,133
150
$11.1M 0.11%
81,794
+2,318
4 5
6
7 8