CAM
Congress Asset Management Portfolio holdings
AUM
$15B
1-Year Est. Return
31.1%
1 Year Est. Return
+31.1%
AUM
$14.6B
AUM Growth
+$1.21B
(+9.1%)
Holding
405
Top Buys
| 1 | +$92.7M | |
| 2 | +$89M | |
| 3 | +$87.2M | |
| 4 |
Cloudflare
NET
|
+$84.3M |
| 5 |
Pinterest
PINS
|
+$82.5M |
Top Sells
| 1 | +$141M | |
| 2 | +$125M | |
| 3 | +$107M | |
| 4 |
Baker Hughes
BKR
|
+$95.2M |
| 5 |
Copart
CPRT
|
+$89.5M |
Sector Composition
| 1 | Technology | 30.51% |
| 2 | Industrials | 16.09% |
| 3 | Healthcare | 12.33% |
| 4 | Financials | 10.21% |
| 5 | Consumer Discretionary | 10.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
CDW
CDW
$18.6B
| $16.6M | 0.11% |
93,050
+4,399
|
|
||
152
Lincoln Electric
LECO
$13.1B
| $15.8M | 0.11% |
76,408
+4,358
|
|
||
153
TE Connectivity
TEL
$67.6B
| $15.8M | 0.11% |
93,910
-554
|
|
||
154
Sherwin-Williams
SHW
$83.6B
| $15.5M | 0.11% |
45,284
-2,687
|
|
||
155
IBM
IBM
$286B
| $15.5M | 0.11% |
52,645
-671
|
|
||
156
Cactus
WHD
$3.05B
| $15.3M | 0.11% |
351,043
+28,576
|
|
||
|
157
Copart
CPRT
$37.8B
| $15.3M | 0.1% |
311,603
-1,824,004
|
|
||
158
Maplebear
CART
$10.8B
| $15M | 0.1% |
332,174
+38,283
|
|
||
159
McDonald's
MCD
$215B
| $15M | 0.1% |
51,269
-301
|
|
||
160
Virtu Financial
VIRT
$2.95B
| $14.9M | 0.1% |
332,341
-10,638
|
|
||
161
MYR Group
MYRG
$3.37B
| $14.7M | 0.1% |
81,127
-289
|
|
||
162
Western Alliance Bancorporation
WAL
$9.11B
| $14.7M | 0.1% |
188,090
+16,604
|
|
||
163
Colgate-Palmolive
CL
$63B
| $14.5M | 0.1% |
159,548
-585
|
|
||
164
NextEra Energy
NEE
$176B
| $14.2M | 0.1% |
205,142
-1,339
|
|
||
165
Hamilton Lane
HLNE
$5.42B
| $14.2M | 0.1% |
100,066
+1,118
|
|
||
166
Ametek
AME
$45.4B
| $14M | 0.1% |
77,412
-1,213
|
|
||
167
EOG Resources
EOG
$59.1B
| $14M | 0.1% |
116,723
-70,682
|
|
||
168
Clearwater Analytics
CWAN
$6.17B
| $14M | 0.1% |
636,610
+170,456
|
|
||
169
Eli Lilly
LLY
$946B
| $13.6M | 0.09% |
17,410
-180,874
|
|
||
170
Avery Dennison
AVY
$13.3B
| $13.4M | 0.09% |
76,270
+3,382
|
|
||
171
Alphabet (Google) Class C
GOOG
$3.81T
| $13.3M | 0.09% |
75,130
-660
|
|
||
172
Patrick Industries
PATK
$3.57B
| $12.9M | 0.09% |
140,309
-5,210
|
|
||
173
T. Rowe Price
TROW
$22.4B
| $12.9M | 0.09% |
133,763
+1,367
|
|
||
174
Choice Hotels
CHH
$4.16B
| $12.8M | 0.09% |
100,792
+6,223
|
|
||
175
UMB Financial
UMBF
$8.53B
| $12.8M | 0.09% |
121,366
-2,748
|
|