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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.8M 0.09%
116,947
+1,734
152
$11.7M 0.09%
136,314
+22,753
153
$11.6M 0.09%
396,105
+82,250
154
$11.3M 0.09%
+430,376
155
$11.2M 0.09%
131,789
+2,340
156
$11.2M 0.09%
49,924
-289
157
$10.8M 0.08%
80,232
-22,818
158
$10.7M 0.08%
97,175
-2,435
159
$10.7M 0.08%
457,480
+92,517
160
$10.7M 0.08%
24,609
-5,791
161
$10.7M 0.08%
+139,183
162
$10.4M 0.08%
31,241
-1,373
163
$10.3M 0.08%
75,454
+15
164
$10.3M 0.08%
27,706
-6,876
165
$10.1M 0.08%
206,669
-58,267
166
$9.84M 0.07%
83,811
+1,707
167
$9.77M 0.07%
161,418
-6,817
168
$9.77M 0.07%
127,431
-2,067
169
$9.74M 0.07%
+144,091
170
$9.67M 0.07%
122,312
-29,071
171
$9.49M 0.07%
33,046
-847
172
$9.49M 0.07%
+32,374
173
$9.46M 0.07%
371,197
-10,983
174
$9.37M 0.07%
14,233
-7,188
175
$8.99M 0.07%
64,324
-1,268
5 6
7
8 9