CAM
Congress Asset Management Portfolio holdings
AUM
$14.2B
1-Year Est. Return
26.98%
1 Year Est. Return
+26.98%
AUM
$14.2B
AUM Growth
-$820M
(-5.5%)
Holding
408
Top Buys
| 1 | +$125M | |
| 2 | +$103M | |
| 3 | +$86.5M | |
| 4 |
Brinker International
EAT
|
+$80.5M |
| 5 |
Apple
AAPL
|
+$62.3M |
Top Sells
| 1 | +$107M | |
| 2 | +$103M | |
| 3 | +$102M | |
| 4 |
Motorola Solutions
MSI
|
+$88.4M |
| 5 |
Ollie's Bargain Outlet
OLLI
|
+$73.5M |
Sector Composition
| 1 | Technology | 31.3% |
| 2 | Industrials | 17.57% |
| 3 | Healthcare | 12.68% |
| 4 | Consumer Discretionary | 11.64% |
| 5 | Financials | 8.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Walmart Inc
WMT
$954B
| $13.7M | 0.1% |
122,689
+107,460
|
|
||
177
UMB Financial
UMBF
$9.27B
| $13.5M | 0.1% |
117,591
-234
|
|
||
178
IES Holdings
IESC
$9.17B
| $13.3M | 0.09% |
34,253
+825
|
|
||
179
Hamilton Lane
HLNE
$6.72B
| $13.2M | 0.09% |
98,388
-1,144
|
|
||
180
T. Rowe Price
TROW
$23.2B
| $12.8M | 0.09% |
124,912
-7,966
|
|
||
181
Wintrust Financial
WTFC
$9.77B
| $12.7M | 0.09% |
90,859
+32
|
|
||
182
Huron Consulting
HURN
$3.16B
| $12.6M | 0.09% |
73,103
-775
|
|
||
183
Dutch Bros
BROS
$7.89B
| $12.6M | 0.09% |
206,220
-6,794
|
|
||
184
Chevron
CVX
$332B
| $12M | 0.08% |
79,005
-2,403
|
|
||
185
Pool Corp
POOL
$9.98B
| $11.4M | 0.08% |
49,988
+452
|
|
||
186
ACM Research
ACMR
$3.48B
| $11.4M | 0.08% |
289,449
+7,526
|
|
||
187
iShares Core S&P 500 ETF
IVV
$761B
| $11.1M | 0.08% |
16,205
+15,198
|
|
||
188
Virtu Financial
VIRT
$3.13B
| $11M | 0.08% |
330,804
+7,695
|
|
||
189
Duolingo
DUOL
$6.94B
| $10.8M | 0.08% |
61,711
+1,989
|
|
||
190
Trimble
TRMB
$17.6B
| $10.7M | 0.08% |
136,427
-5,033
|
|
||
191
Group 1 Automotive
GPI
$4.99B
| $10.5M | 0.07% |
26,705
+735
|
|
||
192
EOG Resources
EOG
$57.1B
| $10.5M | 0.07% |
99,571
-10,090
|
|
||
193
Cadence Design Systems
CDNS
$86.4B
| $10.3M | 0.07% |
32,882
-315
|
|
||
194
Hawaiian Electric Industries
HE
$2.49B
| $9.56M | 0.07% |
777,079
+18,091
|
|
||
195
Telephone and Data Systems
TDS
$5.17B
| $9.35M | 0.07% |
228,115
+8,224
|
|
||
196
HealthEquity
HQY
$7.29B
| $9.33M | 0.07% |
101,816
+27,102
|
|
||
197
CNX Resources
CNX
$5.21B
| $9.28M | 0.07% |
252,313
-2,266
|
|
||
198
Praxis Precision Medicines
PRAX
$8.8B
| $9.21M | 0.06% |
31,246
+807
|
|
||
199
Workday
WDAY
$49.1B
| $8.73M | 0.06% |
40,658
-506
|
|
||
200
Bankunited
BKU
$3.54B
| $8.51M | 0.06% |
190,898
-2,818
|
|