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
$7.77B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$88.6M
2
+$87.9M
3
+$87.6M
4
BAH icon
Booz Allen Hamilton
BAH
+$77.5M
5
DIS icon
Walt Disney
DIS
+$54.7M

Top Sells

1
+$85.3M
2
+$78.2M
3
+$71.6M
4
PVH icon
PVH
PVH
+$60.9M
5
UNH icon
UnitedHealth
UNH
+$51.3M

Sector Composition

1 Technology 24.91%
2 Industrials 19.52%
3 Healthcare 14.54%
4 Consumer Discretionary 12.13%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.75M 0.06%
43,512
+2,576
177
$4.66M 0.06%
34,001
+16
178
$4.66M 0.06%
47,593
+1,638
179
$4.57M 0.06%
211,194
-21,265
180
$4.57M 0.06%
174,150
-17,525
181
$4.48M 0.06%
47,845
+1,073
182
$4.47M 0.06%
128,679
183
$4.44M 0.06%
51,505
-5,190
184
$4.42M 0.06%
83,040
+11,730
185
$4.35M 0.06%
124,753
+950
186
$4.35M 0.06%
38,711
+1,063
187
$4.34M 0.06%
24,381
-784
188
$4.3M 0.06%
41,294
-4,160
189
$4.29M 0.06%
55,850
-5,625
190
$4.26M 0.05%
59,414
+2,537
191
$4.23M 0.05%
27,703
+7,788
192
$4.19M 0.05%
302,520
-30,470
193
$4.17M 0.05%
45,392
-4,560
194
$4.12M 0.05%
171,912
+8,684
195
$4.07M 0.05%
158,000
-4,543
196
$4.07M 0.05%
149,275
197
$4.04M 0.05%
118,574
+1,588
198
$4.02M 0.05%
+259,769
199
$4.01M 0.05%
221,530
+7,605
200
$3.93M 0.05%
473,790
-47,705
6 7
8
9 10