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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.87M 0.07%
98,542
+2,746
177
$8.87M 0.07%
3,695
-1,091
178
$8.83M 0.07%
73,314
-2,492
179
$8.82M 0.07%
34,511
-8,334
180
$8.79M 0.07%
122,237
-2,809
181
$8.76M 0.07%
+315,552
182
$8.56M 0.07%
164,540
+50
183
$8.15M 0.06%
59,850
-19,378
184
$7.99M 0.06%
9,440
-272
185
$7.85M 0.06%
163,288
+49
186
$7.74M 0.06%
125,494
-3,118
187
$7.71M 0.06%
72,687
+23
188
$7.68M 0.06%
84,521
+24
189
$7.63M 0.06%
56,466
-450,351
190
$7.58M 0.06%
179,187
+56
191
$7.51M 0.06%
190,353
+5,087
192
$7.47M 0.06%
58,628
+18
193
$7.42M 0.06%
119,306
-4,220
194
$7.42M 0.06%
142,726
-46,315
195
$7.41M 0.06%
+46,406
196
$7.39M 0.06%
251,410
+237,710
197
$7.39M 0.06%
47,385
-1,021
198
$7.31M 0.06%
362,860
+110
199
$7.29M 0.06%
46,627
+1,073
200
$7.28M 0.06%
161,501
-24,435
6 7
8
9 10