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
$3.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$77.2M
2
+$74.2M
3
+$70.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$70.3M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$70M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.62%
2 Industrials 14.55%
3 Consumer Discretionary 13.12%
4 Healthcare 11.7%
5 Consumer Staples 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$738K 0.02%
+15,132
177
$718K 0.02%
+8,780
178
$697K 0.02%
+19,977
179
$669K 0.02%
+14,818
180
$627K 0.02%
+8,130
181
$555K 0.02%
+40,000
182
$551K 0.02%
+16,000
183
$545K 0.02%
+27,045
184
$525K 0.02%
+30,000
185
$522K 0.02%
+3,254
186
$493K 0.01%
+19,875
187
$489K 0.01%
+4,420
188
$442K 0.01%
+28,500
189
$412K 0.01%
+1,961
190
$407K 0.01%
+7,245
191
$397K 0.01%
+9,185
192
$393K 0.01%
+14,771
193
$366K 0.01%
+32,645
194
$327K 0.01%
+12,246
195
$312K 0.01%
+4,802
196
$299K 0.01%
+6,701
197
$291K 0.01%
+2,600
198
$286K 0.01%
+9,298
199
$252K 0.01%
+3,457
200
$252K 0.01%
+3,000
5 6 7
8
9