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
$13.4B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$99.4M
3
+$87.8M
4
GWRE icon
Guidewire Software
GWRE
+$85.5M
5
CYBR icon
CyberArk
CYBR
+$84.6M

Top Sells

1
+$123M
2
+$121M
3
+$119M
4
VVV icon
Valvoline
VVV
+$119M
5
CHD icon
Church & Dwight Co
CHD
+$109M

Sector Composition

1 Technology 27.88%
2 Healthcare 15.6%
3 Industrials 14.11%
4 Financials 11.21%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.69M 0.06%
44,212
-1,879
202
$7.57M 0.06%
209,647
-11,282
203
$7.38M 0.06%
+375,716
204
$7.09M 0.05%
157,183
-10,000
205
$7.04M 0.05%
225,725
-371
206
$6.8M 0.05%
39,881
-3,720
207
$6.73M 0.05%
195,490
-13,520
208
$6.55M 0.05%
157,329
+325
209
$6.45M 0.05%
479,760
+311,416
210
$6.45M 0.05%
225,656
-1,383
211
$6.42M 0.05%
278,796
-874
212
$6.26M 0.05%
52,675
-44,295
213
$6.13M 0.05%
15,992
-13,564
214
$6.1M 0.05%
201,611
-265
215
$6.03M 0.05%
467,388
-27,703
216
$6.03M 0.05%
68,253
+42,785
217
$5.99M 0.04%
159,165
-6,839
218
$5.71M 0.04%
94,137
-4,276
219
$5.7M 0.04%
127,729
-4,798
220
$5.65M 0.04%
+358,716
221
$5.54M 0.04%
48,549
-2,699
222
$5.33M 0.04%
378,637
-25,398
223
$5.26M 0.04%
173,517
+34,328
224
$5.01M 0.04%
15,768
-55
225
$5.01M 0.04%
57,304
-261
7 8
9
10 11