CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$71.9M
3
+$70.3M
4
CARG icon
CarGurus
CARG
+$65M
5
VIK icon
Viking Holdings
VIK
+$62.4M

Top Sells

1
+$107M
2
+$91.9M
3
+$82.2M
4
USFD icon
US Foods
USFD
+$78.3M
5
DECK icon
Deckers Outdoor
DECK
+$75.8M

Sector Composition

1 Technology 33.81%
2 Industrials 16.97%
3 Consumer Discretionary 11.31%
4 Healthcare 9.91%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.7M 0.08%
706,930
+70,320
177
$12.7M 0.08%
13,151
+209
178
$12.6M 0.08%
81,408
-1,193
179
$12.3M 0.08%
109,661
-7,062
180
$12.1M 0.08%
40,650
+1,808
181
$12M 0.08%
90,827
-290
182
$12M 0.08%
150,334
-9,214
183
$11.7M 0.08%
33,197
-288
184
$11.6M 0.08%
141,460
+3,090
185
$11.5M 0.08%
323,109
-9,232
186
$11.4M 0.08%
25,970
-1,367
187
$11.3M 0.08%
14,863
-2,547
188
$11.1M 0.07%
+213,014
189
$11M 0.07%
281,923
+84,747
190
$10.8M 0.07%
73,878
-233
191
$10.2M 0.07%
409,490
+32,178
192
$9.91M 0.07%
41,164
-357
193
$9.57M 0.06%
790,953
-2,859
194
$8.77M 0.06%
18,723
-9,386
195
$8.63M 0.06%
219,891
+2,768
196
$8.38M 0.06%
758,988
-2,387
197
$8.35M 0.06%
113,291
+55,604
198
$8.18M 0.05%
254,579
-783
199
$8.16M 0.05%
86,744
-276
200
$7.94M 0.05%
43,732
-483
6 7
8
9 10