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
$7.73B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$89M
3
+$88M
4
XLNX
Xilinx Inc
XLNX
+$60.7M
5
AKS
AK Steel Holding Corp
AKS
+$4.32M

Top Sells

1
+$88.3M
2
+$72.7M
3
+$56.1M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
BWA icon
BorgWarner
BWA
+$36.8M

Sector Composition

1 Technology 21.87%
2 Industrials 18.56%
3 Healthcare 16.41%
4 Consumer Discretionary 14.92%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.52M 0.07%
257,398
+4,110
177
$5.49M 0.07%
164,921
+16,466
178
$5.47M 0.07%
83,121
-4,861
179
$5.41M 0.07%
68,722
+787
180
$5.4M 0.07%
163,319
+14,755
181
$5.37M 0.07%
41,994
+2,242
182
$5.24M 0.07%
163,827
+15,999
183
$5.17M 0.07%
124,857
+11,460
184
$5.08M 0.07%
280,768
+774
185
$5.05M 0.07%
99,574
+1,142
186
$5.04M 0.07%
33,540
+10
187
$4.98M 0.06%
56,658
+1,888
188
$4.83M 0.06%
53,595
+731
189
$4.79M 0.06%
33,448
-291
190
$4.76M 0.06%
335,451
+127,784
191
$4.7M 0.06%
96,085
+9,364
192
$4.62M 0.06%
161,754
+15,841
193
$4.6M 0.06%
33,631
+1,405
194
$4.57M 0.06%
123,065
-2,949
195
$4.54M 0.06%
30,839
+680
196
$4.48M 0.06%
127,348
+8,417
197
$4.46M 0.06%
65,607
+1,287
198
$4.46M 0.06%
156,131
+15,215
199
$4.45M 0.06%
101,673
+10,098
200
$4.42M 0.06%
74,903
+6,790
6 7
8
9 10