CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$89M
3
+$87.2M
4
NET icon
Cloudflare
NET
+$84.3M
5
PINS icon
Pinterest
PINS
+$82.5M

Top Sells

1
+$141M
2
+$125M
3
+$107M
4
BKR icon
Baker Hughes
BKR
+$95.2M
5
CPRT icon
Copart
CPRT
+$89.5M

Sector Composition

1 Technology 30.51%
2 Industrials 16.09%
3 Healthcare 12.33%
4 Financials 10.21%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.7M 0.09%
222,580
-452
177
$12.5M 0.09%
155,093
-2,002
178
$12.4M 0.08%
42,404
+549
179
$11.9M 0.08%
27,337
-897
180
$11.9M 0.08%
28,109
-94,314
181
$11.9M 0.08%
377,312
+19,018
182
$11.8M 0.08%
82,601
-433
183
$11.3M 0.08%
91,117
-3,028
184
$10.8M 0.07%
38,842
-44,506
185
$10.5M 0.07%
138,370
-15,266
186
$10.4M 0.07%
12,942
-161
187
$10.3M 0.07%
33,485
-270
188
$10.3M 0.07%
+34,652
189
$10.2M 0.07%
74,111
-191
190
$9.97M 0.07%
41,521
+122
191
$9.58M 0.07%
142,017
+2,013
192
$9.13M 0.06%
67,000
+7,886
193
$8.69M 0.06%
356,564
-2,152
194
$8.67M 0.06%
87,020
-4,786
195
$8.6M 0.06%
255,362
-2,003
196
$8.12M 0.06%
120,176
+96
197
$8.09M 0.06%
761,375
-2,002
198
$8.02M 0.06%
80,238
-527
199
$7.98M 0.05%
208,242
-2,482,700
200
$7.79M 0.05%
262,494
-16,302
6 7
8
9 10