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
$3.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$77.2M
2
+$74.2M
3
+$70.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$70.3M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$70M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.62%
2 Industrials 14.55%
3 Consumer Discretionary 13.12%
4 Healthcare 11.7%
5 Consumer Staples 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.72M 0.05%
+15,446
152
$1.64M 0.05%
+31,679
153
$1.59M 0.05%
+24,130
154
$1.51M 0.04%
+15,264
155
$1.49M 0.04%
+73,200
156
$1.47M 0.04%
+26,238
157
$1.44M 0.04%
+20,843
158
$1.43M 0.04%
+12,039
159
$1.39M 0.04%
+57,466
160
$1.36M 0.04%
+24,955
161
$1.35M 0.04%
+15,627
162
$1.35M 0.04%
+25,558
163
$1.27M 0.04%
+21,082
164
$1.23M 0.04%
+18,390
165
$1.21M 0.04%
+13,189
166
$1.14M 0.03%
+13,467
167
$1.04M 0.03%
+16,439
168
$994K 0.03%
+33,885
169
$977K 0.03%
+11,432
170
$946K 0.03%
+18,380
171
$891K 0.03%
+22,720
172
$872K 0.03%
+14,380
173
$847K 0.03%
+11,635
174
$784K 0.02%
+18,953
175
$779K 0.02%
+7,900
5 6
7
8 9