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
$3.47B
AUM Growth
-$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$40.9M
3
+$39M
4
AKAM icon
Akamai
AKAM
+$25.2M
5
DORM icon
Dorman Products
DORM
+$22.2M

Top Sells

1
+$84.9M
2
+$50.1M
3
+$39.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$34.3M
5
GWW icon
W.W. Grainger
GWW
+$31.9M

Sector Composition

1 Technology 18.33%
2 Industrials 14.94%
3 Healthcare 14.38%
4 Consumer Discretionary 13.67%
5 Financials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.17M 0.09%
80,757
+3,519
152
$3.16M 0.09%
22,811
-45
153
$3.14M 0.09%
72,913
-35
154
$3.07M 0.09%
97,346
-3,253
155
$3.07M 0.09%
39,248
+116
156
$2.97M 0.09%
23,052
+835
157
$2.91M 0.08%
105,963
+6,151
158
$2.86M 0.08%
94,058
-3,094
159
$2.84M 0.08%
41,884
+1,371
160
$2.78M 0.08%
31,515
+1,392
161
$2.75M 0.08%
67,336
-5,572
162
$2.74M 0.08%
116,823
+891
163
$2.66M 0.08%
108,428
+5,640
164
$2.64M 0.08%
25,188
+22,505
165
$2.56M 0.07%
26,378
+1,626
166
$2.49M 0.07%
25,844
+1,584
167
$2.47M 0.07%
26,865
+2,026
168
$2.38M 0.07%
37,185
-630
169
$2.36M 0.07%
+47,270
170
$2.29M 0.07%
40,738
-2,828
171
$2.16M 0.06%
27,793
+1,991
172
$2.15M 0.06%
36,502
-5,806
173
$2.14M 0.06%
42,827
+3,221
174
$1.96M 0.06%
+28,192
175
$1.69M 0.05%
13,243
+686
5 6
7
8 9