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
$6.65B
AUM Growth
-$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$75.7M
3
+$75.6M
4
ZBRA icon
Zebra Technologies
ZBRA
+$74.3M
5
GNRC icon
Generac Holdings
GNRC
+$73.4M

Top Sells

1
+$94.2M
2
+$90.5M
3
+$79.7M
4
HSIC icon
Henry Schein
HSIC
+$76.8M
5
CGNX icon
Cognex
CGNX
+$63.4M

Sector Composition

1 Technology 21.96%
2 Industrials 17.49%
3 Healthcare 15.94%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.89M 0.07%
+40,000
152
$4.83M 0.07%
168,464
+6,710
153
$4.81M 0.07%
47,875
-14,172
154
$4.81M 0.07%
171,741
+6,820
155
$4.79M 0.07%
163,006
+6,875
156
$4.78M 0.07%
182,811
+7,750
157
$4.69M 0.07%
79,633
-8,154
158
$4.66M 0.07%
21,240
-18,189
159
$4.63M 0.07%
58,622
-901
160
$4.62M 0.07%
389,634
+54,183
161
$4.61M 0.07%
39,422
-7,843
162
$4.61M 0.07%
100,519
+4,240
163
$4.56M 0.07%
170,697
+6,870
164
$4.46M 0.07%
29,005
+16,135
165
$4.44M 0.07%
74,873
-8,248
166
$4.4M 0.07%
40,525
-44,079
167
$4.4M 0.07%
222,935
-70,539
168
$4.38M 0.07%
130,482
+5,625
169
$4.36M 0.07%
169,593
+42,245
170
$4.35M 0.07%
64,213
-6,704
171
$4.35M 0.07%
+118,319
172
$4.35M 0.07%
27,927
+10,743
173
$4.31M 0.06%
65,307
-300
174
$4.29M 0.06%
369,590
-42,410
175
$4.28M 0.06%
34,480
-31
5 6
7
8 9