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
$7.73B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$89M
3
+$88M
4
XLNX
Xilinx Inc
XLNX
+$60.7M
5
AKS
AK Steel Holding Corp
AKS
+$4.32M

Top Sells

1
+$88.3M
2
+$72.7M
3
+$56.1M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
BWA icon
BorgWarner
BWA
+$36.8M

Sector Composition

1 Technology 21.87%
2 Industrials 18.56%
3 Healthcare 16.41%
4 Consumer Discretionary 14.92%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.37M 0.08%
169,233
-976,605
152
$6.27M 0.08%
251,748
+126,515
153
$6.26M 0.08%
62,763
-745
154
$6.26M 0.08%
35,540
+728
155
$6.22M 0.08%
412,000
-2,340
156
$6.15M 0.08%
87,787
+19,385
157
$6.11M 0.08%
70,393
+1,369
158
$6.07M 0.08%
54,119
-1,019
159
$6.06M 0.08%
43,615
+1,248
160
$6.04M 0.08%
65,632
+1,795
161
$6.03M 0.08%
76,157
+7,005
162
$5.99M 0.08%
157,883
-967
163
$5.98M 0.08%
92,138
+648
164
$5.88M 0.08%
34,365
-653
165
$5.83M 0.08%
87,044
+1,677
166
$5.76M 0.07%
61,776
-18
167
$5.75M 0.07%
200,087
+11,585
168
$5.75M 0.07%
72,024
-694
169
$5.72M 0.07%
175,061
+16,605
170
$5.67M 0.07%
135,718
+13,095
171
$5.65M 0.07%
147,755
+185
172
$5.61M 0.07%
70,917
+2,903
173
$5.57M 0.07%
41,717
+1,694
174
$5.57M 0.07%
67,755
+1,451
175
$5.56M 0.07%
33,787
-307,260
5 6
7
8 9