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
$10.7B
AUM Growth
+$760M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$97.8M
3
+$93.7M
4
TSLA icon
Tesla
TSLA
+$82.2M
5
EL icon
Estee Lauder
EL
+$64.6M

Top Sells

1
+$156M
2
+$137M
3
+$105M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$104M
5
LULU icon
lululemon athletica
LULU
+$89.7M

Sector Composition

1 Technology 28.83%
2 Industrials 16.06%
3 Healthcare 16%
4 Consumer Discretionary 15.69%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.2M 0.08%
129,928
+7,840
177
$7.98M 0.07%
167,912
+12,851
178
$7.9M 0.07%
159,580
+14,634
179
$7.83M 0.07%
350,973
+30,794
180
$7.79M 0.07%
24,498
+249
181
$7.74M 0.07%
340,250
+23,794
182
$7.54M 0.07%
104,427
+9,371
183
$7.1M 0.07%
209,835
+18,097
184
$7.04M 0.07%
17,781
-2,315
185
$6.95M 0.06%
108,280
-17,020
186
$6.92M 0.06%
94,909
+6,633
187
$6.88M 0.06%
30,407
+3,225
188
$6.8M 0.06%
225,598
+16,595
189
$6.62M 0.06%
144,311
+9,917
190
$6.6M 0.06%
210,659
+32,279
191
$6.55M 0.06%
346,346
+34,480
192
$6.49M 0.06%
167,865
-40,563
193
$6.49M 0.06%
59,423
-1,253,712
194
$6.4M 0.06%
63,371
+1,492
195
$6.35M 0.06%
54,648
-4,052
196
$6.21M 0.06%
222,943
+20,100
197
$6.18M 0.06%
398,098
+39,727
198
$6.14M 0.06%
55,862
+3,916
199
$6.12M 0.06%
100,556
+10,057
200
$6.07M 0.06%
216,624
-49,473
6 7
8
9 10