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
$3.9B
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$55.6M
3
+$49.6M
4
CERN
Cerner Corp
CERN
+$27.8M
5
PII icon
Polaris
PII
+$26.4M

Top Sells

1
+$75.8M
2
+$61M
3
+$53M
4
CTSH icon
Cognizant
CTSH
+$46.4M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$22.7M

Sector Composition

1 Industrials 16.76%
2 Technology 15.06%
3 Consumer Discretionary 13.9%
4 Healthcare 13.76%
5 Financials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.26M 0.08%
50,885
+4,373
152
$3.19M 0.08%
76,386
-100
153
$3.06M 0.08%
87,953
+1,863
154
$2.88M 0.07%
67,499
-2,947
155
$2.71M 0.07%
46,048
-643
156
$2.52M 0.06%
94,800
+343
157
$2.48M 0.06%
34,041
+1,527
158
$2.42M 0.06%
46,603
-3,880
159
$2.35M 0.06%
164,814
+2,694
160
$2.33M 0.06%
19,665
+811
161
$2.32M 0.06%
19,448
+1,754
162
$2.31M 0.06%
19,223
+864
163
$2.24M 0.06%
26,546
+2,410
164
$2.2M 0.06%
50,453
+3,238
165
$2.12M 0.05%
21,610
+1,006
166
$2.12M 0.05%
84,160
+6,175
167
$2.07M 0.05%
21,166
+946
168
$2.04M 0.05%
26,735
+1,372
169
$2.04M 0.05%
33,790
+3,231
170
$2.02M 0.05%
38,690
+6,182
171
$2M 0.05%
42,423
+9,417
172
$1.98M 0.05%
84,556
+5,460
173
$1.94M 0.05%
20,142
+1,330
174
$1.94M 0.05%
21,014
+1,715
175
$1.91M 0.05%
50,645
-49,677
5 6
7
8 9