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
$12.8B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$92.4M
4
RGEN icon
Repligen
RGEN
+$88.4M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$197M
2
+$124M
3
+$78.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$61.2M
5
GNRC icon
Generac Holdings
GNRC
+$16.5M

Sector Composition

1 Technology 28.22%
2 Healthcare 19.04%
3 Industrials 14.95%
4 Consumer Discretionary 12.19%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.7M 0.08%
81,769
+10,211
152
$10.7M 0.08%
73,624
+5,246
153
$10.7M 0.08%
50,213
+649
154
$10.6M 0.08%
+128,393
155
$10.2M 0.08%
189,041
+3,119
156
$10.2M 0.08%
68,453
+3,108
157
$10.1M 0.08%
113,561
+10,684
158
$10.1M 0.08%
120,655
+3,743
159
$10.1M 0.08%
113,049
+11,714
160
$10M 0.08%
55,007
+1,417
161
$9.91M 0.08%
128,060
+34,616
162
$9.8M 0.08%
168,235
+10,411
163
$9.78M 0.08%
129,449
+4,023
164
$9.75M 0.08%
91,188
+11,617
165
$9.73M 0.08%
129,498
+3,481
166
$9.72M 0.08%
134,194
+30,249
167
$9.46M 0.07%
194,970
+2,170
168
$9.34M 0.07%
107,109
+25,574
169
$9.28M 0.07%
89,954
+13,205
170
$9.1M 0.07%
75,806
+2,034
171
$9.03M 0.07%
33,893
+741
172
$8.95M 0.07%
115,213
-1,429
173
$8.87M 0.07%
177,372
-2,608
174
$8.68M 0.07%
+99,610
175
$8.61M 0.07%
22,861
-3,789
5 6
7
8 9