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
$3.9B
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$55.6M
3
+$49.6M
4
CERN
Cerner Corp
CERN
+$27.8M
5
PII icon
Polaris
PII
+$26.4M

Top Sells

1
+$75.8M
2
+$61M
3
+$53M
4
CTSH icon
Cognizant
CTSH
+$46.4M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$22.7M

Sector Composition

1 Industrials 16.76%
2 Technology 15.06%
3 Consumer Discretionary 13.9%
4 Healthcare 13.76%
5 Financials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$459K 0.01%
4,893
-620
202
$458K 0.01%
9,185
203
$440K 0.01%
5,280
-180
204
$420K 0.01%
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+1,309
205
$418K 0.01%
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206
$381K 0.01%
8,375
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207
$348K 0.01%
7,775
-1,035,945
208
$342K 0.01%
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-78,543
209
$326K 0.01%
3,500
210
$295K 0.01%
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211
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212
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4,651
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213
$273K 0.01%
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214
$266K 0.01%
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215
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216
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217
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218
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219
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4,000
220
$229K 0.01%
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221
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4,000
222
$217K 0.01%
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223
$212K 0.01%
7,900
-5,570
224
$212K 0.01%
5,344
225
$208K 0.01%
15,600
-17,550
6 7 8
9
10