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
$4.33B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$51.2M
3
+$49.8M
4
SYK icon
Stryker
SYK
+$49.5M
5
SLB icon
SLB Ltd
SLB
+$48.6M

Top Sells

1
+$56.8M
2
+$52.1M
3
+$48.6M
4
IDXX icon
Idexx Laboratories
IDXX
+$43.2M
5
ABT icon
Abbott
ABT
+$42M

Sector Composition

1 Technology 18.27%
2 Industrials 15.8%
3 Healthcare 14.31%
4 Consumer Discretionary 13.12%
5 Consumer Staples 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.62M 0.08%
148,481
+6,548
152
$3.6M 0.08%
55,287
+1,117
153
$3.57M 0.08%
42,750
+2,860
154
$3.56M 0.08%
124,225
+5,140
155
$3.54M 0.08%
32,906
+1,931
156
$3.52M 0.08%
23,123
+1,774
157
$3.35M 0.08%
53,983
+1,592
158
$3.3M 0.08%
38,724
+2,759
159
$3.3M 0.08%
61,524
-9,564
160
$3.11M 0.07%
38,218
+3,278
161
$3.06M 0.07%
+80,865
162
$3.01M 0.07%
101,087
+3,496
163
$3.01M 0.07%
63,060
+1,203
164
$2.9M 0.07%
39,439
+2,656
165
$2.83M 0.07%
37,497
+3,321
166
$2.78M 0.06%
+55,574
167
$2.61M 0.06%
87,425
+4,795
168
$2.46M 0.06%
69,205
+9,013
169
$2.33M 0.05%
40,170
+671
170
$2.19M 0.05%
62,105
+684
171
$2.18M 0.05%
91,715
+3,033
172
$2.12M 0.05%
39,044
-3,548
173
$2.03M 0.05%
77,976
+4,486
174
$1.86M 0.04%
32,076
+2,832
175
$1.77M 0.04%
20,930
-7,095
5 6
7
8 9