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
$11.1B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$87.6M
3
+$79.9M
4
CME icon
CME Group
CME
+$77.5M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$13.7M

Top Sells

1
+$73.5M
2
+$70.8M
3
+$63M
4
LW icon
Lamb Weston
LW
+$59.6M
5
WSM icon
Williams-Sonoma
WSM
+$43M

Sector Composition

1 Technology 28.58%
2 Healthcare 17.89%
3 Industrials 16.11%
4 Consumer Discretionary 11.21%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.07M 0.06%
55,074
-1,155
177
$7.05M 0.06%
270,411
+64,155
178
$6.79M 0.06%
2,914
+680
179
$6.75M 0.06%
153,686
+25,355
180
$6.71M 0.06%
9,877
+12
181
$6.65M 0.06%
94,104
+22,200
182
$6.64M 0.06%
73,940
+2,472
183
$6.58M 0.06%
111,350
+23,955
184
$6.57M 0.06%
133,712
+19,555
185
$6.47M 0.06%
137,101
+28,300
186
$6.33M 0.06%
255,000
+34,125
187
$6.33M 0.06%
29,722
+4,012
188
$6.26M 0.06%
43,663
+5,453
189
$6.21M 0.06%
98,153
-98,839
190
$6.2M 0.06%
+161,534
191
$6.15M 0.06%
148,093
+23,550
192
$6.07M 0.05%
113,669
+20,149
193
$6.05M 0.05%
36,762
+148
194
$6.04M 0.05%
139,064
+24,945
195
$6.04M 0.05%
137,040
+21,705
196
$5.96M 0.05%
91,307
+12,726
197
$5.95M 0.05%
191,580
+35,345
198
$5.91M 0.05%
18,553
+122
199
$5.87M 0.05%
77,430
-20
200
$5.84M 0.05%
63,258
+16,972
6 7
8
9 10