CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$89M
3
+$87.2M
4
NET icon
Cloudflare
NET
+$84.3M
5
PINS icon
Pinterest
PINS
+$82.5M

Top Sells

1
+$141M
2
+$125M
3
+$107M
4
BKR icon
Baker Hughes
BKR
+$95.2M
5
CPRT icon
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
$16.6M 0.11%
93,050
+4,399
152
$15.8M 0.11%
76,408
+4,358
153
$15.8M 0.11%
93,910
-554
154
$15.5M 0.11%
45,284
-2,687
155
$15.5M 0.11%
52,645
-671
156
$15.3M 0.11%
351,043
+28,576
157
$15.3M 0.1%
311,603
-1,824,004
158
$15M 0.1%
332,174
+38,283
159
$15M 0.1%
51,269
-301
160
$14.9M 0.1%
332,341
-10,638
161
$14.7M 0.1%
81,127
-289
162
$14.7M 0.1%
188,090
+16,604
163
$14.5M 0.1%
159,548
-585
164
$14.2M 0.1%
205,142
-1,339
165
$14.2M 0.1%
100,066
+1,118
166
$14M 0.1%
77,412
-1,213
167
$14M 0.1%
116,723
-70,682
168
$14M 0.1%
636,610
+170,456
169
$13.6M 0.09%
17,410
-180,874
170
$13.4M 0.09%
76,270
+3,382
171
$13.3M 0.09%
75,130
-660
172
$12.9M 0.09%
140,309
-5,210
173
$12.9M 0.09%
133,763
+1,367
174
$12.8M 0.09%
100,792
+6,223
175
$12.8M 0.09%
121,366
-2,748
5 6
7
8 9