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
$12B
AUM Growth
+$882M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$85.6M
3
+$28.3M
4
DXCM icon
DexCom
DXCM
+$12M
5
ONTO icon
Onto Innovation
ONTO
+$11.8M

Top Sells

1
+$88.8M
2
+$78.9M
3
+$45.3M
4
GNRC icon
Generac Holdings
GNRC
+$34.5M
5
LW icon
Lamb Weston
LW
+$32.5M

Sector Composition

1 Technology 27.88%
2 Healthcare 19.55%
3 Industrials 15.3%
4 Consumer Discretionary 11%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.74M 0.06%
3,539
+625
177
$7.71M 0.06%
9,604
-273
178
$7.56M 0.06%
55,381
+307
179
$7.5M 0.06%
45,604
+1,941
180
$7.47M 0.06%
60,623
+9,278
181
$7.43M 0.06%
50,877
+28
182
$7.31M 0.06%
73,772
-48
183
$7.25M 0.06%
164,190
+25,126
184
$7.19M 0.06%
124,051
+562
185
$7.13M 0.06%
143,032
+19,002
186
$7.07M 0.06%
36,920
+158
187
$6.95M 0.06%
74,686
+11,428
188
$6.94M 0.06%
118,286
+6,936
189
$6.91M 0.06%
104,250
+10,146
190
$6.82M 0.06%
173,264
+11,730
191
$6.75M 0.06%
174,829
+26,736
192
$6.72M 0.06%
75,133
-2,297
193
$6.67M 0.06%
79,965
+829
194
$6.59M 0.06%
161,682
+24,642
195
$6.47M 0.05%
30,536
+814
196
$6.36M 0.05%
84,021
+10,267
197
$6.29M 0.05%
114,584
+16,431
198
$6.28M 0.05%
141,132
+4,031
199
$6.27M 0.05%
47,711
+8,712
200
$6.2M 0.05%
195,182
+23,057
6 7
8
9 10