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
$10.7B
AUM Growth
+$760M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$97.8M
3
+$93.7M
4
TSLA icon
Tesla
TSLA
+$82.2M
5
EL icon
Estee Lauder
EL
+$64.6M

Top Sells

1
+$156M
2
+$137M
3
+$105M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$104M
5
LULU icon
lululemon athletica
LULU
+$89.7M

Sector Composition

1 Technology 28.83%
2 Industrials 16.06%
3 Healthcare 16%
4 Consumer Discretionary 15.69%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12M 0.11%
159,449
+882
152
$11.7M 0.11%
80,292
+203
153
$11.6M 0.11%
111,992
-1,744
154
$11.6M 0.11%
86,752
+4,958
155
$11.5M 0.11%
67,510
+1,013
156
$11.5M 0.11%
131,929
+6,205
157
$11.3M 0.11%
33,885
+430
158
$11.2M 0.1%
603,712
+72,795
159
$10.7M 0.1%
51,402
-895
160
$10.7M 0.1%
96,556
+2,373
161
$10.6M 0.1%
52,758
+518
162
$10.5M 0.1%
162,438
+12,712
163
$10.1M 0.09%
260,336
+56,444
164
$9.84M 0.09%
17,073
+1,072
165
$9.67M 0.09%
116,882
+2,754
166
$9.64M 0.09%
3,633
+9
167
$9.59M 0.09%
29,314
+241
168
$9.42M 0.09%
178,694
+12,081
169
$9.4M 0.09%
346,636
+6,333
170
$9.18M 0.09%
55,406
-212
171
$9.06M 0.08%
300,398
+14,918
172
$9.01M 0.08%
340,288
+17,542
173
$8.85M 0.08%
194,451
+12,699
174
$8.82M 0.08%
34,668
+6
175
$8.35M 0.08%
74,613
+1,197
5 6
7
8 9