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
$5.59B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$72M
3
+$47.7M
4
PGR icon
Progressive
PGR
+$44.6M
5
NOC icon
Northrop Grumman
NOC
+$43.3M

Top Sells

1
+$70.6M
2
+$58.9M
3
+$48.3M
4
GIII icon
G-III Apparel Group
GIII
+$40M
5
AKAM icon
Akamai
AKAM
+$37.7M

Sector Composition

1 Technology 20.38%
2 Industrials 18.41%
3 Consumer Discretionary 15.39%
4 Healthcare 14.14%
5 Financials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.6M 0.08%
242,374
-3,535
152
$4.58M 0.08%
135,895
+2,145
153
$4.56M 0.08%
37,502
+5,614
154
$4.55M 0.08%
41,714
-565
155
$4.53M 0.08%
58,236
+1,581
156
$4.5M 0.08%
91,915
+4,213
157
$4.43M 0.08%
77,941
-283
158
$4.33M 0.08%
+26,694
159
$4.15M 0.07%
75,081
+496
160
$4.09M 0.07%
75,057
+4,307
161
$4.04M 0.07%
48,677
+2,816
162
$3.98M 0.07%
+35,129
163
$3.72M 0.07%
31,426
+2,331
164
$3.69M 0.07%
+29,591
165
$3.26M 0.06%
54,387
+6,485
166
$2.72M 0.05%
29,814
+4,795
167
$2.56M 0.05%
62,745
-100
168
$2.42M 0.04%
20,355
+757
169
$2.39M 0.04%
9,833
-12,517
170
$2.31M 0.04%
22,552
-33,273
171
$2.16M 0.04%
31,517
+1,798
172
$2.13M 0.04%
22,277
+1,454
173
$1.95M 0.04%
35,029
+2,415
174
$1.93M 0.03%
22,149
-45
175
$1.77M 0.03%
52,080
+4,632
5 6
7
8 9