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
$14B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$112M
3
+$77.1M
4
CTAS icon
Cintas
CTAS
+$74.6M
5
DT icon
Dynatrace
DT
+$73.4M

Top Sells

1
+$87.7M
2
+$87.3M
3
+$85.8M
4
UNH icon
UnitedHealth
UNH
+$84.7M
5
SUI icon
Sun Communities
SUI
+$76.3M

Sector Composition

1 Technology 26.42%
2 Industrials 18.39%
3 Healthcare 16.58%
4 Consumer Discretionary 13.18%
5 Financials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.9M 0.08%
44,959
+3
177
$10.6M 0.08%
195,717
-5,181
178
$10.5M 0.08%
41,133
+8,988
179
$10.5M 0.08%
110,591
-3,109
180
$10.2M 0.07%
68,651
+16,642
181
$9.92M 0.07%
154,146
-568
182
$9.66M 0.07%
138,050
+783
183
$9.57M 0.07%
91,681
-2,338
184
$9.26M 0.07%
29,759
-72
185
$9.13M 0.07%
9,411
-1
186
$9.06M 0.06%
482,881
+86,525
187
$9.06M 0.06%
+29,387
188
$9.05M 0.06%
17,248
+5,815
189
$8.94M 0.06%
102,765
-4,676
190
$8.88M 0.06%
45,653
+344
191
$8.75M 0.06%
174,677
+47,037
192
$8.72M 0.06%
58,588
-8
193
$8.64M 0.06%
257,580
+54,011
194
$8.56M 0.06%
134,475
+37,034
195
$8.52M 0.06%
36,754
-1,447
196
$8.46M 0.06%
28,961
-840
197
$8.27M 0.06%
25,798
+2,317
198
$8.22M 0.06%
105,076
+28,071
199
$8.14M 0.06%
102,802
-1,064
200
$8.14M 0.06%
61,416
-1,643
6 7
8
9 10