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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.11M 0.05%
149,200
+1,484
202
$6.98M 0.05%
145,579
+3,880
203
$6.98M 0.05%
152,474
-11,245
204
$6.81M 0.05%
18,964
-447
205
$6.69M 0.05%
200,542
+61
206
$6.67M 0.05%
174,294
+3,328
207
$6.56M 0.05%
20,010
-524
208
$6.54M 0.05%
19,907
-2,954
209
$6.45M 0.05%
+182,557
210
$6.45M 0.05%
223,592
-425
211
$6.39M 0.05%
135,035
-30,853
212
$6.29M 0.05%
144,971
+44
213
$6.24M 0.05%
103,562
+3,294
214
$6.2M 0.05%
144,271
+43
215
$6.12M 0.05%
102,777
-26
216
$6.06M 0.05%
+12,714
217
$5.89M 0.04%
119,109
-58,263
218
$5.87M 0.04%
96,737
+29
219
$5.86M 0.04%
15,000
220
$5.73M 0.04%
158,995
-6,992
221
$5.64M 0.04%
234,552
+409
222
$5.63M 0.04%
98,276
+30
223
$5.57M 0.04%
41,262
+1,224
224
$5.49M 0.04%
148,705
+45
225
$5.37M 0.04%
103,477
-30,717
7 8
9
10 11