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
$3.9B
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$55.6M
3
+$49.6M
4
CERN
Cerner Corp
CERN
+$27.8M
5
PII icon
Polaris
PII
+$26.4M

Top Sells

1
+$75.8M
2
+$61M
3
+$53M
4
CTSH icon
Cognizant
CTSH
+$46.4M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$22.7M

Sector Composition

1 Industrials 16.76%
2 Technology 15.06%
3 Consumer Discretionary 13.9%
4 Healthcare 13.76%
5 Financials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.89M 0.05%
+50,578
177
$1.76M 0.05%
21,495
-47,328
178
$1.67M 0.04%
13,607
+904
179
$1.67M 0.04%
35,928
-1,816
180
$1.51M 0.04%
30,345
+4,465
181
$1.44M 0.04%
20,471
-3,417
182
$1.42M 0.04%
30,841
+6,618
183
$1.2M 0.03%
6,098
184
$1.01M 0.03%
29,523
-3,874
185
$981K 0.03%
16,992
+1,227
186
$936K 0.02%
11,836
-34,115
187
$883K 0.02%
8,146
+200
188
$839K 0.02%
20,164
+595
189
$824K 0.02%
31,000
190
$696K 0.02%
5,490
-36,341
191
$683K 0.02%
12,185
-1,352,849
192
$673K 0.02%
13,050
193
$666K 0.02%
7,024
-16,454
194
$645K 0.02%
40,000
195
$628K 0.02%
16,000
196
$494K 0.01%
4,525
197
$477K 0.01%
16,986
+31
198
$473K 0.01%
3,427
199
$470K 0.01%
18,450
-2,580
200
$462K 0.01%
7,290
-17,365
6 7
8
9 10