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
$11.1B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$87.6M
3
+$79.9M
4
CME icon
CME Group
CME
+$77.5M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$13.7M

Top Sells

1
+$73.5M
2
+$70.8M
3
+$63M
4
LW icon
Lamb Weston
LW
+$59.6M
5
WSM icon
Williams-Sonoma
WSM
+$43M

Sector Composition

1 Technology 28.58%
2 Healthcare 17.89%
3 Industrials 16.11%
4 Consumer Discretionary 11.21%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.39M 0.08%
73,820
-652
152
$8.35M 0.08%
330,591
+53,929
153
$8.34M 0.08%
63,854
+9,806
154
$8.26M 0.07%
+67,523
155
$8.19M 0.07%
305,312
+34,412
156
$8.17M 0.07%
78,369
+5,906
157
$8.14M 0.07%
+88,425
158
$8.08M 0.07%
+77,112
159
$7.84M 0.07%
+149,223
160
$7.8M 0.07%
60,070
+4,891
161
$7.79M 0.07%
83,732
+13,515
162
$7.71M 0.07%
75,589
-24,034
163
$7.71M 0.07%
173,472
+33,252
164
$7.57M 0.07%
170,067
+14,887
165
$7.47M 0.07%
56,697
+11,732
166
$7.43M 0.07%
77,814
+6,495
167
$7.36M 0.07%
70,957
+8,336
168
$7.33M 0.07%
99,444
+20,657
169
$7.3M 0.07%
58,228
+5,695
170
$7.23M 0.07%
84,995
+20,656
171
$7.22M 0.07%
50,849
-67
172
$7.2M 0.07%
69,652
-2,237
173
$7.16M 0.06%
123,489
+102
174
$7.14M 0.06%
418,960
+70,676
175
$7.13M 0.06%
258,143
+34,857
5 6
7
8 9