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
$7.88B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$61.6M
3
+$56.9M
4
DXC icon
DXC Technology
DXC
+$6.96M
5
LULU icon
lululemon athletica
LULU
+$5.39M

Top Sells

1
+$78.6M
2
+$64.9M
3
+$53.7M
4
PAYC icon
Paycom
PAYC
+$20.9M
5
SNPS icon
Synopsys
SNPS
+$18M

Sector Composition

1 Technology 23.81%
2 Industrials 20.16%
3 Healthcare 16.11%
4 Consumer Discretionary 13.1%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.41M 0.06%
123,803
+2,953
202
$4.36M 0.06%
86,735
203
$4.35M 0.06%
33,292
+1,892
204
$4.31M 0.05%
40,936
+2,352
205
$4.31M 0.05%
56,877
+1,490
206
$4.31M 0.05%
193,392
-63,945
207
$4.29M 0.05%
45,481
+1,298
208
$4.2M 0.05%
174,546
+2,696
209
$4.2M 0.05%
192,610
+220
210
$4.16M 0.05%
124,476
+795
211
$4.1M 0.05%
81,463
+8,181
212
$4.03M 0.05%
110,260
+16,680
213
$3.98M 0.05%
139,166
214
$3.89M 0.05%
172,572
215
$3.89M 0.05%
195,505
216
$3.83M 0.05%
104,024
-6,276
217
$3.78M 0.05%
25,413
-954
218
$3.76M 0.05%
163,228
+6,342
219
$3.72M 0.05%
45,643
220
$3.68M 0.05%
77,050
221
$3.68M 0.05%
186,530
+120,456
222
$3.64M 0.05%
+71,310
223
$3.64M 0.05%
337,758
224
$3.63M 0.05%
116,986
+3,464
225
$3.63M 0.05%
+202,147
7 8
9
10 11