CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.98%
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 16.94%
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
PTC icon
126
PTC
PTC
$18.8B
$29.7M 0.2%
146,492
+17,134
RGEN icon
127
Repligen
RGEN
$6.72B
$29.2M 0.19%
218,592
+66,142
VMI icon
128
Valmont Industries
VMI
$8.71B
$29M 0.19%
74,828
+8,764
BJ icon
129
BJs Wholesale Club
BJ
$13B
$28.2M 0.19%
302,329
+33,700
PODD icon
130
Insulet
PODD
$16.8B
$27.7M 0.18%
89,797
+9,976
CAT icon
131
Caterpillar
CAT
$332B
$25.8M 0.17%
54,084
-265
HWKN icon
132
Hawkins
HWKN
$3.03B
$25.2M 0.17%
137,712
+18,388
ZTS icon
133
Zoetis
ZTS
$53.1B
$24.9M 0.17%
170,374
-3,177
POWI icon
134
Power Integrations
POWI
$2.64B
$23.9M 0.16%
593,599
-125,074
SYK icon
135
Stryker
SYK
$145B
$21.7M 0.14%
58,808
-1,246
FTNT icon
136
Fortinet
FTNT
$59.3B
$20.7M 0.14%
246,462
-17,198
ADI icon
137
Analog Devices
ADI
$165B
$20.6M 0.14%
83,848
-2,674
LECO icon
138
Lincoln Electric
LECO
$15.3B
$20.4M 0.14%
86,305
+9,897
RRC icon
139
Range Resources
RRC
$9.79B
$20.3M 0.14%
539,285
+58,335
TEL icon
140
TE Connectivity
TEL
$59.4B
$20.3M 0.13%
92,295
-1,615
EXLS icon
141
EXL Service
EXLS
$4.92B
$19.3M 0.13%
438,533
+265,348
BR icon
142
Broadridge
BR
$21.6B
$19.2M 0.13%
80,734
-1,138
DUOL icon
143
Duolingo
DUOL
$4.49B
$19.2M 0.13%
59,722
+6,781
WAL icon
144
Western Alliance Bancorporation
WAL
$8.59B
$18.7M 0.12%
215,419
+27,329
CME icon
145
CME Group
CME
$117B
$18.5M 0.12%
68,361
-534
PBH icon
146
Prestige Consumer Healthcare
PBH
$3.18B
$18.4M 0.12%
295,423
-714,172
ALL icon
147
Allstate
ALL
$55.2B
$18.3M 0.12%
85,336
-901
LIN icon
148
Linde
LIN
$229B
$18.2M 0.12%
38,240
-273
GOOG icon
149
Alphabet (Google) Class C
GOOG
$3.61T
$18M 0.12%
74,025
-1,105
MA icon
150
Mastercard
MA
$460B
$17.8M 0.12%
31,334
-152