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
$7.88B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$61.6M
3
+$56.9M
4
DXC icon
DXC Technology
DXC
+$6.96M
5
LULU icon
lululemon athletica
LULU
+$5.39M

Top Sells

1
+$78.6M
2
+$64.9M
3
+$53.7M
4
PAYC icon
Paycom
PAYC
+$20.9M
5
SNPS icon
Synopsys
SNPS
+$18M

Sector Composition

1 Technology 23.81%
2 Industrials 20.16%
3 Healthcare 16.11%
4 Consumer Discretionary 13.1%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.18M 0.08%
92,888
+510
152
$6.15M 0.08%
144,520
+93,992
153
$6.08M 0.08%
113,459
-3,103
154
$6.08M 0.08%
46,639
+1,126
155
$6.02M 0.08%
45,955
+1,054
156
$6.01M 0.08%
167,690
+1,850
157
$5.97M 0.08%
34,820
+789
158
$5.91M 0.08%
40,766
+3,017
159
$5.87M 0.07%
37,648
+3,512
160
$5.86M 0.07%
167,880
161
$5.85M 0.07%
167,507
162
$5.8M 0.07%
98,015
+1,374
163
$5.71M 0.07%
61,100
-200
164
$5.58M 0.07%
168,932
165
$5.54M 0.07%
165,702
166
$5.47M 0.07%
395,801
-8,782
167
$5.45M 0.07%
54,545
+893
168
$5.43M 0.07%
54,961
-2,059
169
$5.41M 0.07%
232,459
170
$5.41M 0.07%
65,422
+1,170
171
$5.39M 0.07%
+29,895
172
$5.36M 0.07%
46,567
+1,231
173
$5.36M 0.07%
98,891
174
$5.32M 0.07%
76,139
+3,093
175
$5.32M 0.07%
332,990
-50,281
5 6
7
8 9