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
$7.77B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$88.6M
2
+$87.9M
3
+$87.6M
4
BAH icon
Booz Allen Hamilton
BAH
+$77.5M
5
DIS icon
Walt Disney
DIS
+$54.7M

Top Sells

1
+$85.3M
2
+$78.2M
3
+$71.6M
4
PVH icon
PVH
PVH
+$60.9M
5
UNH icon
UnitedHealth
UNH
+$51.3M

Sector Composition

1 Technology 24.91%
2 Industrials 19.52%
3 Healthcare 14.54%
4 Consumer Discretionary 12.13%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.92M 0.05%
104,487
+463
202
$3.81M 0.05%
124,398
-78
203
$3.81M 0.05%
139,280
+47,330
204
$3.81M 0.05%
230,183
-22,765
205
$3.79M 0.05%
+53,848
206
$3.76M 0.05%
169,461
-17,069
207
$3.68M 0.05%
156,787
-15,785
208
$3.67M 0.05%
337,758
209
$3.65M 0.05%
58,097
+2,227
210
$3.63M 0.05%
62,996
+1,527
211
$3.61M 0.05%
77,050
212
$3.6M 0.05%
65,613
+1,393
213
$3.58M 0.05%
115,305
-52,202
214
$3.57M 0.05%
55,862
+1,475
215
$3.54M 0.05%
211,445
+9,298
216
$3.54M 0.05%
120,047
-6,072
217
$3.53M 0.05%
100,170
-10,090
218
$3.42M 0.04%
+46,013
219
$3.4M 0.04%
45,958
+810
220
$3.4M 0.04%
177,615
-17,890
221
$3.4M 0.04%
24,845
-5,199
222
$3.4M 0.04%
41,468
-4,175
223
$3.38M 0.04%
38,683
-3,866
224
$3.36M 0.04%
+39,983
225
$3.35M 0.04%
56,707
-5,710
7 8
9
10 11