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
$6.65B
AUM Growth
-$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$75.7M
3
+$75.6M
4
ZBRA icon
Zebra Technologies
ZBRA
+$74.3M
5
GNRC icon
Generac Holdings
GNRC
+$73.4M

Top Sells

1
+$94.2M
2
+$90.5M
3
+$79.7M
4
HSIC icon
Henry Schein
HSIC
+$76.8M
5
CGNX icon
Cognex
CGNX
+$63.4M

Sector Composition

1 Technology 21.96%
2 Industrials 17.49%
3 Healthcare 15.94%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.61M 0.05%
35,488
+1,325
202
$3.57M 0.05%
299,721
-193,283
203
$3.56M 0.05%
175,442
+6,803
204
$3.55M 0.05%
137,481
+4,860
205
$3.5M 0.05%
49,278
-4,317
206
$3.48M 0.05%
161,358
+5,325
207
$3.48M 0.05%
+23,656
208
$3.47M 0.05%
115,795
+40,895
209
$3.45M 0.05%
38,341
-3,653
210
$3.45M 0.05%
151,160
-6,723
211
$3.44M 0.05%
57,618
+2,005
212
$3.44M 0.05%
36,775
-4,012
213
$3.41M 0.05%
72,175
-931
214
$3.4M 0.05%
56,373
-4,575
215
$3.38M 0.05%
53,623
-1,772
216
$3.33M 0.05%
63,192
-5,860
217
$3.31M 0.05%
111,280
+15,195
218
$3.27M 0.05%
100,554
-35,413
219
$3.23M 0.05%
76,160
+2,640
220
$3.22M 0.05%
56,620
-1,319
221
$3.2M 0.05%
43,242
+1,555
222
$3.07M 0.05%
107,688
-154
223
$3.05M 0.05%
343,333
+14,500
224
$3.04M 0.05%
69,202
+2,445
225
$3.04M 0.05%
106,148
+4,475
7 8
9
10 11