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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.02M 0.06%
381,015
-3,275
202
$5.91M 0.06%
150,994
-1,353
203
$5.91M 0.06%
170,401
-5,210
204
$5.84M 0.06%
182,425
205
$5.73M 0.05%
620,498
-310,961
206
$5.73M 0.05%
164,425
+1,511
207
$5.69M 0.05%
50,843
+1,136
208
$5.53M 0.05%
155,313
+962
209
$5.49M 0.05%
187,285
-13,721
210
$5.4M 0.05%
19,179
+17,028
211
$5.37M 0.05%
8,165
-1,199
212
$5.34M 0.05%
228,063
+1,190
213
$5.32M 0.05%
107,817
-34,577
214
$5.28M 0.05%
70,100
+308
215
$5.13M 0.05%
26,284
+4,715
216
$4.98M 0.05%
+35,271
217
$4.94M 0.05%
29,087
+1,242
218
$4.92M 0.05%
124,172
-1,718
219
$4.91M 0.05%
66,081
+1
220
$4.91M 0.05%
101,640
+1
221
$4.89M 0.05%
117,305
+280
222
$4.86M 0.05%
110,069
+1,421
223
$4.55M 0.04%
147,294
-955
224
$4.53M 0.04%
81,329
+735
225
$4.51M 0.04%
249,866
-7,667
7 8
9
10 11