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
$14B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$112M
3
+$77.1M
4
CTAS icon
Cintas
CTAS
+$74.6M
5
DT icon
Dynatrace
DT
+$73.4M

Top Sells

1
+$87.7M
2
+$87.3M
3
+$85.8M
4
UNH icon
UnitedHealth
UNH
+$84.7M
5
SUI icon
Sun Communities
SUI
+$76.3M

Sector Composition

1 Technology 26.42%
2 Industrials 18.39%
3 Healthcare 16.58%
4 Consumer Discretionary 13.18%
5 Financials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.12M 0.06%
211,338
-2,386
202
$7.51M 0.05%
159,644
-2,722
203
$7.48M 0.05%
223,564
-3,981
204
$7.47M 0.05%
+56,856
205
$7.21M 0.05%
108,040
-2,006
206
$7.17M 0.05%
74,202
-849
207
$7.13M 0.05%
65,825
-728
208
$7.06M 0.05%
171,490
+44,129
209
$6.98M 0.05%
340,258
+3,885
210
$6.97M 0.05%
138,527
+1,776
211
$6.79M 0.05%
55,206
-494
212
$6.79M 0.05%
39,595
+9,426
213
$6.78M 0.05%
183,737
-3,456
214
$6.5M 0.05%
223,770
+2,688
215
$6.45M 0.05%
393,772
+3,691
216
$6.44M 0.05%
47,256
+213
217
$6.38M 0.05%
50,479
+11,581
218
$6.28M 0.04%
335,569
-14,018
219
$6.01M 0.04%
253,197
-12,361
220
$5.93M 0.04%
26,576
+20,981
221
$5.9M 0.04%
146,951
-4,717
222
$5.89M 0.04%
155,818
-3,743
223
$5.55M 0.04%
198,075
-5,712
224
$5.23M 0.04%
375,382
+3,800
225
$5.1M 0.04%
86,648
-3,389
7 8
9
10 11