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
$12B
AUM Growth
+$882M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$85.6M
3
+$28.3M
4
DXCM icon
DexCom
DXCM
+$12M
5
ONTO icon
Onto Innovation
ONTO
+$11.8M

Top Sells

1
+$88.8M
2
+$78.9M
3
+$45.3M
4
GNRC icon
Generac Holdings
GNRC
+$34.5M
5
LW icon
Lamb Weston
LW
+$32.5M

Sector Composition

1 Technology 27.88%
2 Healthcare 19.55%
3 Industrials 15.3%
4 Consumer Discretionary 11%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.15M 0.05%
19,443
+184
202
$6.15M 0.05%
129,194
+15,525
203
$5.97M 0.05%
95,111
+19,476
204
$5.94M 0.05%
42,777
+2,989
205
$5.91M 0.05%
81,535
+13,570
206
$5.87M 0.05%
212,410
+20,830
207
$5.81M 0.05%
18,601
+48
208
$5.6M 0.05%
142,179
+21,790
209
$5.44M 0.05%
15,000
210
$5.42M 0.05%
112,222
-654
211
$5.2M 0.04%
139,015
+21,255
212
$5.18M 0.04%
143,914
+21,956
213
$5.15M 0.04%
84,297
+12,860
214
$5.13M 0.04%
228,990
+43,335
215
$5.09M 0.04%
684,318
-329,092
216
$5.01M 0.04%
93,940
+14,338
217
$4.77M 0.04%
102,907
+270
218
$4.71M 0.04%
135,855
+6,878
219
$4.62M 0.04%
98,894
+41,304
220
$4.47M 0.04%
39,526
-3,150
221
$4.42M 0.04%
194,955
+16,812
222
$4.33M 0.04%
93,885
+14,314
223
$4.29M 0.04%
126,576
+21,711
224
$4.26M 0.04%
50,061
+7,651
225
$4.2M 0.04%
158,766
+74,966
7 8
9
10 11