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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.57M 0.07%
108,448
-11,546
177
$7.53M 0.07%
30,629
+11,112
178
$7.28M 0.07%
47,790
-642
179
$7.17M 0.07%
167,502
-3,135
180
$7.15M 0.07%
89,244
-166
181
$7.09M 0.07%
152,228
+6,369
182
$6.97M 0.07%
70,988
+12,044
183
$6.85M 0.07%
329,058
-11,696
184
$6.68M 0.06%
170,863
-1,672
185
$6.63M 0.06%
186,464
+597
186
$6.63M 0.06%
201,700
+2,333
187
$6.62M 0.06%
97,890
-959
188
$6.61M 0.06%
59,777
+4,247
189
$6.58M 0.06%
76,409
-120
190
$6.55M 0.06%
39,697
-9,793
191
$6.54M 0.06%
312,064
-52,291
192
$6.46M 0.06%
32,612
-3,326
193
$6.43M 0.06%
166,805
-11,134
194
$6.39M 0.06%
91,480
-513,936
195
$6.31M 0.06%
65,880
-6,070
196
$6.3M 0.06%
254,570
+5,332
197
$6.3M 0.06%
209,766
-3,310
198
$6.2M 0.06%
60,218
-1,791
199
$6.1M 0.06%
158,325
+55
200
$6.05M 0.06%
304,752
+39,758
6 7
8
9 10