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
$4.03B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$47.2M
3
+$44.9M
4
ACN icon
Accenture
ACN
+$43.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.1M

Top Sells

1
+$52.7M
2
+$48.6M
3
+$40.4M
4
ARG
Airgas Inc
ARG
+$37.6M
5
SLB icon
SLB Ltd
SLB
+$37.2M

Sector Composition

1 Technology 19.74%
2 Industrials 15.79%
3 Healthcare 14.37%
4 Consumer Discretionary 13.39%
5 Financials 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.13M 0.08%
120,652
+5,184
152
$3.1M 0.08%
40,212
+5,973
153
$3M 0.07%
107,570
+97,125
154
$2.99M 0.07%
35,317
-7,205
155
$2.92M 0.07%
136,004
+9,244
156
$2.85M 0.07%
29,654
+896
157
$2.82M 0.07%
28,878
+954
158
$2.78M 0.07%
40,848
-37,140
159
$2.73M 0.07%
+149,796
160
$2.69M 0.07%
49,972
+2,557
161
$2.6M 0.06%
+58,493
162
$2.56M 0.06%
33,842
+2,153
163
$2.4M 0.06%
30,188
-330
164
$2.32M 0.06%
54,044
+1,767
165
$2.24M 0.06%
11,002
+4,700
166
$2.24M 0.06%
+56,813
167
$2.19M 0.05%
33,845
+2,911
168
$2.18M 0.05%
38,744
+542
169
$2.12M 0.05%
31,390
+193
170
$2.06M 0.05%
37,923
-365
171
$2.01M 0.05%
61,421
-4,520
172
$2M 0.05%
13,427
-121
173
$1.97M 0.05%
33,498
-5,401
174
$1.95M 0.05%
42,606
+15,408
175
$1.94M 0.05%
35,276
+24,492
5 6
7
8 9