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
$12B
AUM Growth
+$882M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$85.6M
3
+$28.3M
4
DXCM icon
DexCom
DXCM
+$12M
5
ONTO icon
Onto Innovation
ONTO
+$11.8M

Top Sells

1
+$88.8M
2
+$78.9M
3
+$45.3M
4
GNRC icon
Generac Holdings
GNRC
+$34.5M
5
LW icon
Lamb Weston
LW
+$32.5M

Sector Composition

1 Technology 27.88%
2 Healthcare 19.55%
3 Industrials 15.3%
4 Consumer Discretionary 11%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.78M 0.08%
179,980
-5,747
152
$9.69M 0.08%
102,877
+14,452
153
$9.66M 0.08%
157,824
+24,112
154
$9.6M 0.08%
116,912
+25,605
155
$9.28M 0.08%
120,670
-1,075
156
$9.23M 0.08%
39,118
+846
157
$9.2M 0.08%
112,106
+7,145
158
$9.19M 0.08%
192,800
-1,560
159
$9.11M 0.08%
97,115
+18,471
160
$9.09M 0.08%
33,152
-277
161
$9.08M 0.08%
+294,781
162
$9.05M 0.08%
38,154
+1,632
163
$8.97M 0.08%
68,378
+10,150
164
$8.92M 0.07%
76,749
+9,226
165
$8.92M 0.07%
93,444
+9,712
166
$8.91M 0.07%
76,456
+6,804
167
$8.9M 0.07%
+101,335
168
$8.88M 0.07%
175,438
+26,215
169
$8.79M 0.07%
79,571
+8,614
170
$8.56M 0.07%
368,710
+38,119
171
$8.47M 0.07%
80,914
+3,802
172
$8.31M 0.07%
373,805
-2,070
173
$8.31M 0.07%
57,424
+727
174
$7.95M 0.07%
103,945
+84,755
175
$7.75M 0.06%
181,428
+27,742
5 6
7
8 9