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
$13.4B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$99.4M
3
+$87.8M
4
GWRE icon
Guidewire Software
GWRE
+$85.5M
5
CYBR icon
CyberArk
CYBR
+$84.6M

Top Sells

1
+$123M
2
+$121M
3
+$119M
4
VVV icon
Valvoline
VVV
+$119M
5
CHD icon
Church & Dwight Co
CHD
+$109M

Sector Composition

1 Technology 27.88%
2 Healthcare 15.6%
3 Industrials 14.11%
4 Financials 11.21%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24.9M 0.19%
13,506
-227
127
$24.9M 0.19%
623,486
+63,390
128
$24M 0.18%
187,405
-2,428
129
$23M 0.17%
61,797
-1,577
130
$21M 0.16%
83,348
+18,359
131
$20.9M 0.16%
427,199
+45,916
132
$20.8M 0.16%
66,744
-1,552
133
$20.1M 0.15%
306,765
-869
134
$20.1M 0.15%
82,968
-831
135
$19.8M 0.15%
75,439
+9,916
136
$19.6M 0.15%
62,909
+473
137
$18.9M 0.14%
121,923
-550,763
138
$18.5M 0.14%
69,712
-2,051
139
$18M 0.13%
38,688
-670
140
$17.9M 0.13%
54,371
-1,242
141
$17.9M 0.13%
86,523
-2,589
142
$17.7M 0.13%
62,045
+5,852
143
$17.7M 0.13%
66,193
+828
144
$17.6M 0.13%
32,115
+421
145
$17.5M 0.13%
86,903
-2,125
146
$16.9M 0.13%
56,216
+7,173
147
$16.8M 0.13%
54,988
+1,292
148
$16.8M 0.13%
47,971
-345,139
149
$16.4M 0.12%
129,219
+12,599
150
$16.1M 0.12%
51,570
-1,046
4 5
6
7 8