CAM
Congress Asset Management Portfolio holdings
AUM
$15B
1-Year Est. Return
31.1%
1 Year Est. Return
+31.1%
AUM
$15B
AUM Growth
+$448M
(+3.1%)
Holding
413
Top Buys
| 1 | +$84.1M | |
| 2 | +$77.8M | |
| 3 | +$70.9M | |
| 4 |
Modine Manufacturing
MOD
|
+$67.9M |
| 5 |
Viking Holdings
VIK
|
+$65M |
Top Sells
| 1 | +$107M | |
| 2 | +$78.8M | |
| 3 | +$75.4M | |
| 4 |
Trade Desk
TTD
|
+$71M |
| 5 |
Deckers Outdoor
DECK
|
+$70.5M |
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 | |
|---|---|---|---|---|---|---|
151
Booking.com
BKNG
$164B
| $17.3M | 0.12% |
3,205
|
|
||
152
Entegris
ENTG
$11.8B
| $16.9M | 0.11% |
182,906
+27,813
|
|
||
153
Cisco
CSCO
$301B
| $16.9M | 0.11% |
246,684
-3,183
|
|
||
154
CDW
CDW
$18.6B
| $16.8M | 0.11% |
105,386
+12,336
|
|
||
155
SPS Commerce
SPSC
$3.11B
| $16.6M | 0.11% |
159,801
+5,672
|
|
||
156
Amgen
AMGN
$183B
| $16.4M | 0.11% |
58,276
-2,799
|
|
||
157
The Bancorp
TBBK
$2.86B
| $16.3M | 0.11% |
217,170
-5,410
|
|
||
158
Badger Meter
BMI
$5.13B
| $15.8M | 0.1% |
88,222
-318,837
|
|
||
159
Sherwin-Williams
SHW
$83.8B
| $15.7M | 0.1% |
45,399
+115
|
|
||
160
Kinsale Capital Group
KNSL
$8.82B
| $15.7M | 0.1% |
36,828
-19,886
|
|
||
161
Pool Corp
POOL
$9.07B
| $15.4M | 0.1% |
49,536
+7,132
|
|
||
162
Morningstar
MORN
$8.9B
| $15.3M | 0.1% |
66,117
+5,706
|
|
||
163
McDonald's
MCD
$215B
| $15.3M | 0.1% |
50,461
-808
|
|
||
164
NextEra Energy
NEE
$176B
| $15.3M | 0.1% |
202,780
-2,362
|
|
||
165
MYR Group
MYRG
$3.39B
| $15.2M | 0.1% |
73,148
-7,979
|
|
||
166
IBM
IBM
$285B
| $14.9M | 0.1% |
52,863
+218
|
|
||
167
Accenture
ACN
$161B
| $14.6M | 0.1% |
59,062
-5,939
|
|
||
168
Ametek
AME
$45.3B
| $14.5M | 0.1% |
77,350
-62
|
|
||
169
UMB Financial
UMBF
$8.53B
| $13.9M | 0.09% |
117,825
-3,541
|
|
||
170
Avery Dennison
AVY
$13.3B
| $13.8M | 0.09% |
85,283
+9,013
|
|
||
171
Maplebear
CART
$10.8B
| $13.8M | 0.09% |
376,213
+44,039
|
|
||
172
T. Rowe Price
TROW
$22.4B
| $13.6M | 0.09% |
132,878
-885
|
|
||
173
Patrick Industries
PATK
$3.56B
| $13.4M | 0.09% |
129,765
-10,544
|
|
||
174
Hamilton Lane
HLNE
$5.41B
| $13.4M | 0.09% |
99,532
-534
|
|
||
175
IES Holdings
IESC
$8.23B
| $13.3M | 0.09% |
33,428
-1,224
|
|