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
$11.5B
AUM Growth
+$780M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$96.5M
3
+$95.2M
4
MLM icon
Martin Marietta Materials
MLM
+$80.7M
5
MCO icon
Moody's
MCO
+$63.6M

Top Sells

1
+$103M
2
+$87.7M
3
+$86.2M
4
DOV icon
Dover
DOV
+$81.6M
5
CIEN icon
Ciena
CIEN
+$56.8M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.55%
3 Consumer Discretionary 15.17%
4 Industrials 15.06%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.94M 0.08%
169,785
+1,873
177
$8.73M 0.08%
+200,128
178
$8.72M 0.08%
100,580
-7,700
179
$8.54M 0.07%
161,636
+2,056
180
$8.43M 0.07%
105,826
+1,399
181
$8.39M 0.07%
33,615
-1,053
182
$8.23M 0.07%
15,779
-1,294
183
$8.09M 0.07%
+199,744
184
$7.92M 0.07%
30,667
+260
185
$7.85M 0.07%
215,257
+75,336
186
$7.78M 0.07%
145,833
+1,522
187
$7.63M 0.07%
212,660
+2,825
188
$7.39M 0.06%
226,418
+3,475
189
$7.17M 0.06%
24,221
-277
190
$7.14M 0.06%
56,538
+676
191
$7.1M 0.06%
+161,220
192
$7M 0.06%
29,845
+27,383
193
$6.97M 0.06%
95,917
+1,008
194
$6.9M 0.06%
53,673
-975
195
$6.65M 0.06%
109,127
+25,612
196
$6.52M 0.06%
76,773
+20,303
197
$6.24M 0.05%
59,800
-3,571
198
$6.16M 0.05%
8,499
-379
199
$6.1M 0.05%
213,493
+2,834
200
$6.09M 0.05%
403,325
+5,227
6 7
8
9 10