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
$7.65B
AUM Growth
+$996M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$59.2M
3
+$56.9M
4
AOS icon
A.O. Smith
AOS
+$9.9M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$9.28M

Top Sells

1
+$88.9M
2
+$88.1M
3
+$49.9M
4
STI
SunTrust Banks, Inc.
STI
+$39.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M

Sector Composition

1 Technology 23.74%
2 Industrials 17.99%
3 Healthcare 15.84%
4 Consumer Discretionary 14.92%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.78M 0.08%
383,271
-6,363
152
$5.69M 0.07%
+166,355
153
$5.65M 0.07%
97,371
+3,182
154
$5.64M 0.07%
57,020
-1,040
155
$5.64M 0.07%
80,643
+1,010
156
$5.57M 0.07%
48,738
-1,250
157
$5.47M 0.07%
257,337
-4,241
158
$5.41M 0.07%
137,726
-1,747
159
$5.37M 0.07%
34,031
+2,824
160
$5.37M 0.07%
45,513
+5,565
161
$5.33M 0.07%
43,456
+4,034
162
$5.31M 0.07%
165,702
-2,762
163
$5.29M 0.07%
139,166
-2,342
164
$5.28M 0.07%
45,336
+8,561
165
$5.19M 0.07%
64,322
+12,855
166
$5.17M 0.07%
181,870
+60,045
167
$5.16M 0.07%
232,459
+28,390
168
$5.15M 0.07%
96,641
+2,193
169
$5.14M 0.07%
160,354
-2,652
170
$5.13M 0.07%
404,583
+104,862
171
$5.13M 0.07%
98,891
-1,628
172
$5.13M 0.07%
328,533
-4,824
173
$5.1M 0.07%
165,840
-29,088
174
$5.08M 0.07%
179,832
-2,979
175
$5.02M 0.07%
186,269
+62,912
5 6
7
8 9