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
$11.1B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$87.6M
3
+$79.9M
4
CME icon
CME Group
CME
+$77.5M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$13.7M

Top Sells

1
+$73.5M
2
+$70.8M
3
+$63M
4
LW icon
Lamb Weston
LW
+$59.6M
5
WSM icon
Williams-Sonoma
WSM
+$43M

Sector Composition

1 Technology 28.58%
2 Healthcare 17.89%
3 Industrials 16.11%
4 Consumer Discretionary 11.21%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.77M 0.05%
1,013,410
+151,080
202
$5.76M 0.05%
51,345
+8,945
203
$5.74M 0.05%
79,136
+18,724
204
$5.62M 0.05%
19,259
+1
205
$5.59M 0.05%
39,788
+3,808
206
$5.59M 0.05%
73,754
+12,775
207
$5.3M 0.05%
172,125
+108,560
208
$5.3M 0.05%
112,876
-1,016
209
$5.17M 0.05%
124,030
+25,615
210
$5.16M 0.05%
38,999
+4,085
211
$4.91M 0.04%
120,389
+18,980
212
$4.76M 0.04%
128,977
+17,680
213
$4.63M 0.04%
42,676
-4,459
214
$4.48M 0.04%
15,000
-32,616
215
$4.41M 0.04%
59,890
-4,640
216
$4.39M 0.04%
79,602
-27,555
217
$4.32M 0.04%
75,635
+8,145
218
$4.16M 0.04%
71,437
+12,395
219
$4.14M 0.04%
203,740
+169,775
220
$4.09M 0.04%
178,143
+64,760
221
$4.04M 0.04%
+67,965
222
$3.96M 0.04%
117,760
+13,295
223
$3.88M 0.04%
102,637
224
$3.79M 0.03%
75,549
-267
225
$3.78M 0.03%
79,571
+8,690
7 8
9
10 11