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
$4.03B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$47.2M
3
+$44.9M
4
ACN icon
Accenture
ACN
+$43.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.1M

Top Sells

1
+$52.7M
2
+$48.6M
3
+$40.4M
4
ARG
Airgas Inc
ARG
+$37.6M
5
SLB icon
SLB Ltd
SLB
+$37.2M

Sector Composition

1 Technology 19.74%
2 Industrials 15.79%
3 Healthcare 14.37%
4 Consumer Discretionary 13.39%
5 Financials 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.66M 0.04%
16,173
-4,324
177
$1.63M 0.04%
+17,596
178
$1.56M 0.04%
+17,063
179
$1.5M 0.04%
56,043
+2,366
180
$1.49M 0.04%
+38,081
181
$1.42M 0.04%
41,900
+380
182
$1.38M 0.03%
19,716
-533,361
183
$1.3M 0.03%
51,420
-448
184
$1.26M 0.03%
+32,721
185
$968K 0.02%
4,300
-92
186
$949K 0.02%
6,862
-271,644
187
$875K 0.02%
28,577
+7,489
188
$849K 0.02%
18,929
-7,650
189
$700K 0.02%
112,245
-9,145
190
$652K 0.02%
4,956
-413
191
$641K 0.02%
19,465
-9,506
192
$563K 0.01%
2,780
-1,279
193
$558K 0.01%
+11,500
194
$534K 0.01%
11,410
-780
195
$530K 0.01%
4,483
196
$505K 0.01%
6,615
-1,335
197
$502K 0.01%
+4,176
198
$465K 0.01%
7,850
-50
199
$446K 0.01%
350
-41,379
200
$446K 0.01%
3,377
-130
6 7
8
9 10