CAM
Congress Asset Management Portfolio holdings
AUM
$14.6B
This Quarter Return
-5.25%
1 Year Return
+27.13%
3 Year Return
+115.08%
5 Year Return
+193.95%
10 Year Return
+599.42%
AUM
$3.88B
AUM Growth
+$3.88B
(+12%)
Cap. Flow
+$643M
Cap. Flow
% of AUM
16.54%
Top 10 Holdings %
Top 10 Hldgs %
18.39%
Holding
242
New
12
Increased
152
Reduced
41
Closed
26
Top Buys
| 1 |
Clorox
CLX
|
$58M |
| 2 |
Williams-Sonoma
WSM
|
$54M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$29.8M |
| 4 |
Foot Locker
FL
|
$28.2M |
| 5 |
Robert Half
RHI
|
$28M |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$47.1M |
| 2 |
PX
Praxair Inc
PX
|
$35.9M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$29.6M |
| 4 |
Skyworks Solutions
SWKS
|
$25.6M |
| 5 |
WFM
Whole Foods Market Inc
WFM
|
$25.3M |
Sector Composition
| 1 | Technology | 19.15% |
| 2 | Consumer Discretionary | 16.2% |
| 3 | Industrials | 15.99% |
| 4 | Healthcare | 14.19% |
| 5 | Financials | 10.8% |
