CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$71.9M
3
+$70.3M
4
CARG icon
CarGurus
CARG
+$65M
5
VIK icon
Viking Holdings
VIK
+$62.4M

Top Sells

1
+$107M
2
+$91.9M
3
+$82.2M
4
USFD icon
US Foods
USFD
+$78.3M
5
DECK icon
Deckers Outdoor
DECK
+$75.8M

Sector Composition

1 Technology 33.81%
2 Industrials 16.97%
3 Consumer Discretionary 11.31%
4 Healthcare 9.91%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29.7M 0.2%
146,492
+17,134
127
$29.2M 0.19%
218,592
+66,142
128
$29M 0.19%
74,828
+8,764
129
$28.2M 0.19%
302,329
+33,700
130
$27.7M 0.18%
89,797
+9,976
131
$25.8M 0.17%
54,084
-265
132
$25.2M 0.17%
137,712
+18,388
133
$24.9M 0.17%
170,374
-3,177
134
$23.9M 0.16%
593,599
-125,074
135
$21.7M 0.14%
58,808
-1,246
136
$20.7M 0.14%
246,462
-17,198
137
$20.6M 0.14%
83,848
-2,674
138
$20.4M 0.14%
86,305
+9,897
139
$20.3M 0.14%
539,285
+58,335
140
$20.3M 0.13%
92,295
-1,615
141
$19.3M 0.13%
438,533
+265,348
142
$19.2M 0.13%
80,734
-1,138
143
$19.2M 0.13%
59,722
+6,781
144
$18.7M 0.12%
215,419
+27,329
145
$18.5M 0.12%
68,361
-534
146
$18.4M 0.12%
295,423
-714,172
147
$18.3M 0.12%
85,336
-901
148
$18.2M 0.12%
38,240
-273
149
$18M 0.12%
74,025
-1,105
150
$17.8M 0.12%
31,334
-152
4 5
6
7 8