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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.7M 0.1%
58,541
+1,618
152
$10.7M 0.1%
210,407
+7,352
153
$10.5M 0.1%
246,473
+13,078
154
$10.5M 0.1%
+405,315
155
$10.5M 0.1%
630,963
+22,894
156
$10.4M 0.1%
79,297
-861
157
$10.4M 0.1%
91,502
+2,292
158
$10.2M 0.1%
104,287
+25,941
159
$10.1M 0.1%
508,129
+81,359
160
$9.91M 0.09%
155,896
-2,459
161
$9.62M 0.09%
122,187
+1,821
162
$9.59M 0.09%
48,129
+2,623
163
$9.57M 0.09%
30,337
-6,492
164
$9.36M 0.09%
171,055
+10,408
165
$9.36M 0.09%
99,118
-31,450
166
$8.75M 0.08%
41,026
-11,580
167
$8.7M 0.08%
36,159
-10,049
168
$8.62M 0.08%
105,187
+10,343
169
$8.58M 0.08%
90,264
-25,352
170
$8.44M 0.08%
93,653
+361
171
$8.2M 0.08%
+303,465
172
$8.17M 0.08%
74,310
-10,509
173
$8.01M 0.08%
150,042
+6
174
$7.66M 0.07%
35,173
-429,473
175
$7.62M 0.07%
30,786
+12,106
5 6
7
8 9