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
$5.59B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$72M
3
+$47.7M
4
PGR icon
Progressive
PGR
+$44.6M
5
NOC icon
Northrop Grumman
NOC
+$43.3M

Top Sells

1
+$70.6M
2
+$58.9M
3
+$48.3M
4
GIII icon
G-III Apparel Group
GIII
+$40M
5
AKAM icon
Akamai
AKAM
+$37.7M

Sector Composition

1 Technology 20.38%
2 Industrials 18.41%
3 Consumer Discretionary 15.39%
4 Healthcare 14.14%
5 Financials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.71M 0.03%
28,594
+3,565
177
$1.69M 0.03%
25,696
-541,685
178
$1.64M 0.03%
16,107
+1,335
179
$1.55M 0.03%
91,908
+7,880
180
$1.54M 0.03%
19,858
+1,738
181
$1.53M 0.03%
23,480
-278
182
$1.53M 0.03%
14,950
+1,534
183
$1.51M 0.03%
23,845
+2,366
184
$1.47M 0.03%
33,094
-44,983
185
$1.44M 0.03%
10,886
+1,026
186
$1.4M 0.03%
13,482
-297
187
$1.3M 0.02%
26,682
+7,104
188
$1.29M 0.02%
37,100
-46,475
189
$1.28M 0.02%
18,326
-12,038
190
$1.27M 0.02%
16,858
+7,070
191
$1.25M 0.02%
11,793
-454,423
192
$1.18M 0.02%
7,147
+2,190
193
$1.08M 0.02%
34,593
+4,110
194
$1.06M 0.02%
22,670
-18,668
195
$1.05M 0.02%
42,890
+8,462
196
$1.01M 0.02%
9,258
+1,372
197
$995K 0.02%
20,147
+2,161
198
$927K 0.02%
12,241
+1,977
199
$918K 0.02%
35,405
+5,816
200
$906K 0.02%
18,786
+2,567
6 7
8
9 10