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
$13.4B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$99.4M
3
+$87.8M
4
GWRE icon
Guidewire Software
GWRE
+$85.5M
5
CYBR icon
CyberArk
CYBR
+$84.6M

Top Sells

1
+$123M
2
+$121M
3
+$119M
4
VVV icon
Valvoline
VVV
+$119M
5
CHD icon
Church & Dwight Co
CHD
+$109M

Sector Composition

1 Technology 27.88%
2 Healthcare 15.6%
3 Industrials 14.11%
4 Financials 11.21%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.4M 0.09%
358,294
+44,622
177
$12.3M 0.09%
145,519
+520
178
$12.2M 0.09%
132,396
-6,923
179
$12M 0.09%
47,148
+406
180
$11.8M 0.09%
75,790
-1,168
181
$11.8M 0.09%
223,032
-122
182
$11.7M 0.09%
+293,891
183
$11.1M 0.08%
177,071
+80,686
184
$10.8M 0.08%
28,234
-3,874
185
$10.7M 0.08%
74,302
-4,793
186
$10.6M 0.08%
17,250
-200,704
187
$10.6M 0.08%
94,145
-193
188
$10.1M 0.08%
153,636
+3,747
189
$9.67M 0.07%
41,399
+1,182
190
$9.5M 0.07%
140,004
+36,095
191
$9.21M 0.07%
81,416
-3,411
192
$8.68M 0.06%
13,103
+823
193
$8.58M 0.06%
33,755
+612
194
$8.5M 0.06%
80,765
+1,234
195
$8.41M 0.06%
217,199
+2,398
196
$8.36M 0.06%
+763,377
197
$8.35M 0.06%
91,806
-159
198
$8.28M 0.06%
120,080
-7,420
199
$8.1M 0.06%
257,365
-9,082
200
$8.03M 0.06%
+87,765
6 7
8
9 10