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
$4.33B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$51.2M
3
+$49.8M
4
SYK icon
Stryker
SYK
+$49.5M
5
SLB icon
SLB Ltd
SLB
+$48.6M

Top Sells

1
+$56.8M
2
+$52.1M
3
+$48.6M
4
IDXX icon
Idexx Laboratories
IDXX
+$43.2M
5
ABT icon
Abbott
ABT
+$42M

Sector Composition

1 Technology 18.27%
2 Industrials 15.8%
3 Healthcare 14.31%
4 Consumer Discretionary 13.12%
5 Consumer Staples 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.58M 0.04%
62,713
+3,600
177
$1.56M 0.04%
24,127
+11,566
178
$1.45M 0.03%
14,478
+8,721
179
$1.44M 0.03%
40,200
-1,000
180
$1.43M 0.03%
25,521
-7,413
181
$1.38M 0.03%
29,059
-4,966
182
$1.2M 0.03%
50,161
-1,466
183
$1.08M 0.03%
27,631
+4,070
184
$996K 0.02%
+17,890
185
$935K 0.02%
20,539
-398
186
$851K 0.02%
+18,190
187
$816K 0.02%
7,257
-5,696
188
$814K 0.02%
4,300
189
$654K 0.02%
8,628
-569
190
$505K 0.01%
80,000
191
$499K 0.01%
12,698
-1,068,080
192
$492K 0.01%
13,500
193
$483K 0.01%
9,000
-2,035
194
$471K 0.01%
+10,245
195
$458K 0.01%
7,390
-460
196
$442K 0.01%
13,217
-17,662
197
$433K 0.01%
13,278
-7,315
198
$429K 0.01%
8,044
+1,368
199
$409K 0.01%
2,945
-32,737
200
$403K 0.01%
1,922
-824
6 7
8
9 10