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
$9.97B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$97.6M
3
+$82.2M
4
NOC icon
Northrop Grumman
NOC
+$82.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$77.2M

Top Sells

1
+$82.6M
2
+$79.6M
3
+$63M
4
AZTA icon
Azenta
AZTA
+$57.5M
5
GNRC icon
Generac Holdings
GNRC
+$52.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.72%
3 Industrials 16%
4 Consumer Discretionary 14.24%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.76M 0.06%
202,843
+1,659
202
$5.71M 0.06%
61,879
-474
203
$5.68M 0.06%
178,380
+12,045
204
$5.66M 0.06%
358,371
+2,825
205
$5.64M 0.06%
122,088
-3,474
206
$5.62M 0.06%
82,351
+75,798
207
$5.62M 0.06%
113,699
-31,893
208
$5.56M 0.06%
78,065
-2,506
209
$5.43M 0.05%
134,394
+1,348
210
$5.23M 0.05%
52,686
-908
211
$5.2M 0.05%
181,479
-3,024
212
$5.02M 0.05%
128,680
-3,787
213
$4.94M 0.05%
135,120
-9,491
214
$4.93M 0.05%
100,658
-263
215
$4.93M 0.05%
90,499
+23,141
216
$4.9M 0.05%
27,182
+224
217
$4.8M 0.05%
51,946
+484
218
$4.78M 0.05%
76,300
+9,447
219
$4.71M 0.05%
154,198
-40,633
220
$4.65M 0.05%
67,594
+747
221
$4.59M 0.05%
+8,392
222
$4.49M 0.05%
132,756
+1,413
223
$4.4M 0.04%
62,541
+680
224
$4.13M 0.04%
81,560
+15,827
225
$4.09M 0.04%
10,657
+9,556
7 8
9
10 11