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
$7.65B
AUM Growth
+$996M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$59.2M
3
+$56.9M
4
AOS icon
A.O. Smith
AOS
+$9.9M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$9.28M

Top Sells

1
+$88.9M
2
+$88.1M
3
+$49.9M
4
STI
SunTrust Banks, Inc.
STI
+$39.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M

Sector Composition

1 Technology 23.74%
2 Industrials 17.99%
3 Healthcare 15.84%
4 Consumer Discretionary 14.92%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.16M 0.05%
260,679
-121
202
$4.15M 0.05%
33,890
-464
203
$4.14M 0.05%
56,695
-923
204
$4.11M 0.05%
60,542
-1,310,334
205
$4.1M 0.05%
212,218
+41,299
206
$4.03M 0.05%
110,300
-3,292
207
$3.99M 0.05%
+38,584
208
$3.9M 0.05%
77,050
-1,273
209
$3.89M 0.05%
117,331
+16,777
210
$3.83M 0.05%
49,852
-5,582
211
$3.82M 0.05%
114,380
-1,415
212
$3.82M 0.05%
172,572
-2,870
213
$3.81M 0.05%
123,681
-2,084
214
$3.74M 0.05%
44,183
+6,937
215
$3.73M 0.05%
156,886
+23,161
216
$3.7M 0.05%
73,158
-1,715
217
$3.65M 0.05%
26,367
-1,156
218
$3.64M 0.05%
31,400
+11,555
219
$3.62M 0.05%
+68,326
220
$3.56M 0.05%
+120,850
221
$3.54M 0.05%
+171,850
222
$3.5M 0.05%
42,549
-693
223
$3.48M 0.05%
+93,580
224
$3.38M 0.04%
53,193
+8,648
225
$3.28M 0.04%
128,227
+1,113
7 8
9
10 11