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
$6.65B
AUM Growth
-$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$75.7M
3
+$75.6M
4
ZBRA icon
Zebra Technologies
ZBRA
+$74.3M
5
GNRC icon
Generac Holdings
GNRC
+$73.4M

Top Sells

1
+$94.2M
2
+$90.5M
3
+$79.7M
4
HSIC icon
Henry Schein
HSIC
+$76.8M
5
CGNX icon
Cognex
CGNX
+$63.4M

Sector Composition

1 Technology 21.96%
2 Industrials 17.49%
3 Healthcare 15.94%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.27M 0.06%
14,119
+13,533
177
$4.21M 0.06%
74,346
-1,047
178
$4.19M 0.06%
64,009
-4,713
179
$4.17M 0.06%
31,207
-34,853
180
$4.15M 0.06%
52,983
-1,136
181
$4.12M 0.06%
529,790
+302,010
182
$4.09M 0.06%
141,508
+5,790
183
$4.07M 0.06%
+333,357
184
$4.05M 0.06%
30,884
-2,903
185
$4M 0.06%
204,069
+7,915
186
$3.97M 0.06%
39,948
-1,769
187
$3.92M 0.06%
62,485
+2,355
188
$3.9M 0.06%
94,448
-5,126
189
$3.89M 0.06%
51,467
-5,191
190
$3.89M 0.06%
113,592
-9,473
191
$3.86M 0.06%
39,664
-3,951
192
$3.86M 0.06%
78,323
+3,420
193
$3.85M 0.06%
90,782
-54,007
194
$3.81M 0.06%
62,030
-5,725
195
$3.79M 0.06%
34,354
-31
196
$3.78M 0.06%
46,209
+1,960
197
$3.78M 0.06%
28,847
+1,015
198
$3.75M 0.06%
88,187
+12,030
199
$3.7M 0.06%
55,434
-39,135
200
$3.66M 0.06%
260,800
-19,968
6 7
8
9 10