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
$9.97B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$97.6M
3
+$82.2M
4
NOC icon
Northrop Grumman
NOC
+$82.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$77.2M

Top Sells

1
+$82.6M
2
+$79.6M
3
+$63M
4
AZTA icon
Azenta
AZTA
+$57.5M
5
GNRC icon
Generac Holdings
GNRC
+$52.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.72%
3 Industrials 16%
4 Consumer Discretionary 14.24%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.7M 0.08%
20,127
+14,695
177
$7.46M 0.07%
88,276
+301
178
$7.37M 0.07%
166,613
-2,637
179
$7.32M 0.07%
181,752
+8,108
180
$7.3M 0.07%
3,624
-17
181
$7.19M 0.07%
266,097
-29,343
182
$7.16M 0.07%
259,524
+87,302
183
$7.14M 0.07%
20,096
-2,257
184
$7.06M 0.07%
33,455
-667
185
$7.01M 0.07%
209,003
+1,848
186
$7.01M 0.07%
125,300
-7,220
187
$6.65M 0.07%
58,700
-4,284
188
$6.5M 0.07%
155,061
+1,564
189
$6.46M 0.06%
190,277
+1,776
190
$6.4M 0.06%
76,652
-626
191
$6.38M 0.06%
144,946
+1,234
192
$6.37M 0.06%
311,866
-731
193
$6.27M 0.06%
285,480
+11,001
194
$6.22M 0.06%
24,249
-310,454
195
$6.2M 0.06%
191,738
+1,508
196
$6.18M 0.06%
40,285
-5,034
197
$6.15M 0.06%
174,684
+1,874
198
$6.12M 0.06%
82,033
-8,252
199
$6.07M 0.06%
148,931
-3,729
200
$5.97M 0.06%
22,514
-4,100
6 7
8
9 10