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
$12.8B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$92.4M
4
RGEN icon
Repligen
RGEN
+$88.4M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$197M
2
+$124M
3
+$78.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$61.2M
5
GNRC icon
Generac Holdings
GNRC
+$16.5M

Sector Composition

1 Technology 28.22%
2 Healthcare 19.04%
3 Industrials 14.95%
4 Consumer Discretionary 12.19%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.76M 0.05%
58,610
-2,013
202
$6.58M 0.05%
75,186
+53
203
$6.55M 0.05%
165,888
+51,304
204
$6.54M 0.05%
147,716
+6,584
205
$6.52M 0.05%
48,406
+695
206
$6.34M 0.05%
45,554
+2,777
207
$6.32M 0.05%
19,411
+810
208
$6.17M 0.05%
96,708
+1,597
209
$6.1M 0.05%
144,927
+1,895
210
$5.97M 0.05%
144,228
+2,049
211
$5.88M 0.05%
42,079
+11,543
212
$5.88M 0.05%
170,966
-3,863
213
$5.88M 0.05%
167,701
+13,435
214
$5.77M 0.05%
234,143
+5,153
215
$5.66M 0.04%
148,660
+4,746
216
$5.56M 0.04%
141,699
+2,684
217
$5.47M 0.04%
224,017
+11,607
218
$5.33M 0.04%
15,000
219
$5.17M 0.04%
100,268
+34,587
220
$5.04M 0.04%
26,803
+743
221
$5.03M 0.04%
102,803
+85
222
$5.02M 0.04%
165,987
+7,221
223
$4.9M 0.04%
+192,368
224
$4.76M 0.04%
98,246
-648
225
$4.64M 0.04%
95,702
-7,205
7 8
9
10 11