CAM
Congress Asset Management Portfolio holdings
AUM
$15B
1-Year Est. Return
31.1%
1 Year Est. Return
+31.1%
AUM
$14.6B
AUM Growth
+$1.21B
(+9.1%)
Holding
405
Top Buys
| 1 | +$92.7M | |
| 2 | +$89M | |
| 3 | +$87.2M | |
| 4 |
Cloudflare
NET
|
+$84.3M |
| 5 |
Pinterest
PINS
|
+$82.5M |
Top Sells
| 1 | +$141M | |
| 2 | +$125M | |
| 3 | +$107M | |
| 4 |
Baker Hughes
BKR
|
+$95.2M |
| 5 |
Copart
CPRT
|
+$89.5M |
Sector Composition
| 1 | Technology | 30.51% |
| 2 | Industrials | 16.09% |
| 3 | Healthcare | 12.33% |
| 4 | Financials | 10.21% |
| 5 | Consumer Discretionary | 10.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
SM Energy
SM
$2.23B
| $25M | 0.17% |
1,011,071
-248,556
|
|
||
127
Stryker
SYK
$141B
| $23.8M | 0.16% |
60,054
-1,743
|
|
||
128
Oracle
ORCL
$582B
| $23.6M | 0.16% |
107,976
-169
|
|
||
129
PTC
PTC
$21.1B
| $22.3M | 0.15% |
129,358
+7,435
|
|
||
130
Duolingo
DUOL
$8.53B
| $21.7M | 0.15% |
52,941
+3,254
|
|
||
131
Valmont Industries
VMI
$8.12B
| $21.6M | 0.15% |
66,064
+4,019
|
|
||
132
Caterpillar
CAT
$270B
| $21.1M | 0.14% |
54,349
-22
|
|
||
133
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
| $21M | 0.14% |
151,473
-328,097
|
|
||
134
SPS Commerce
SPSC
$3.11B
| $21M | 0.14% |
154,129
-542,668
|
|
||
135
Analog Devices
ADI
$132B
| $20.6M | 0.14% |
86,522
-381
|
|
||
136
Broadridge
BR
$26.6B
| $19.9M | 0.14% |
81,872
-1,096
|
|
||
137
Range Resources
RRC
$9.17B
| $19.6M | 0.13% |
480,950
-142,536
|
|
||
138
Accenture
ACN
$161B
| $19.4M | 0.13% |
65,001
-1,743
|
|
||
139
CME Group
CME
$99.3B
| $19M | 0.13% |
68,895
-817
|
|
||
140
Morningstar
MORN
$8.89B
| $19M | 0.13% |
60,411
+4,195
|
|
||
141
Repligen
RGEN
$9.38B
| $19M | 0.13% |
152,450
+23,231
|
|
||
142
Booking.com
BKNG
$165B
| $18.6M | 0.13% |
3,205
-175
|
|
||
143
Linde
LIN
$190B
| $18.1M | 0.12% |
38,513
-175
|
|
||
144
Medpace
MEDP
$16.4B
| $18M | 0.12% |
57,505
+2,517
|
|
||
145
Quanta Services
PWR
$67.5B
| $17.8M | 0.12% |
47,053
-95
|
|
||
146
Mastercard
MA
$497B
| $17.7M | 0.12% |
31,486
-629
|
|
||
147
Allstate
ALL
$55B
| $17.4M | 0.12% |
86,237
-286
|
|
||
148
Cisco
CSCO
$301B
| $17.3M | 0.12% |
249,867
-1,333
|
|
||
149
Amgen
AMGN
$183B
| $17.1M | 0.12% |
61,075
-1,834
|
|
||
150
Hawkins
HWKN
$2.78B
| $17M | 0.12% |
+119,324
|
|