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
$7.88B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$61.6M
3
+$56.9M
4
DXC icon
DXC Technology
DXC
+$6.96M
5
LULU icon
lululemon athletica
LULU
+$5.39M

Top Sells

1
+$78.6M
2
+$64.9M
3
+$53.7M
4
PAYC icon
Paycom
PAYC
+$20.9M
5
SNPS icon
Synopsys
SNPS
+$18M

Sector Composition

1 Technology 23.81%
2 Industrials 20.16%
3 Healthcare 16.11%
4 Consumer Discretionary 13.1%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.26M 0.07%
191,675
+109,300
177
$5.2M 0.07%
149,009
+60,894
178
$5.18M 0.07%
30,044
179
$5.18M 0.07%
26,832
-141
180
$5.17M 0.07%
164,100
+124,465
181
$5.15M 0.07%
132,848
-4,878
182
$5.03M 0.06%
252,948
+40,730
183
$5M 0.06%
148,176
+33,796
184
$5M 0.06%
56,695
185
$4.93M 0.06%
160,354
186
$4.83M 0.06%
149,179
+3,488
187
$4.81M 0.06%
61,475
188
$4.78M 0.06%
28,373
189
$4.78M 0.06%
162,543
-3,812
190
$4.77M 0.06%
196,076
+9,807
191
$4.75M 0.06%
45,454
192
$4.72M 0.06%
61,063
+887
193
$4.71M 0.06%
66,953
-1,996
194
$4.66M 0.06%
+213,925
195
$4.62M 0.06%
128,679
+300
196
$4.53M 0.06%
60,321
-29,096
197
$4.5M 0.06%
49,952
+100
198
$4.49M 0.06%
149,275
199
$4.46M 0.06%
33,985
+95
200
$4.46M 0.06%
123,575
+14,075
6 7
8
9 10