CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$71.9M
3
+$70.3M
4
CARG icon
CarGurus
CARG
+$65M
5
VIK icon
Viking Holdings
VIK
+$62.4M

Top Sells

1
+$107M
2
+$91.9M
3
+$82.2M
4
USFD icon
US Foods
USFD
+$78.3M
5
DECK icon
Deckers Outdoor
DECK
+$75.8M

Sector Composition

1 Technology 33.81%
2 Industrials 16.97%
3 Consumer Discretionary 11.31%
4 Healthcare 9.91%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.85M 0.05%
315,898
+133,945
202
$7.81M 0.05%
119,014
-1,162
203
$7.53M 0.05%
175,338
-87,156
204
$7.39M 0.05%
193,716
-1,776
205
$7.36M 0.05%
14,783
-951
206
$7.32M 0.05%
454,552
-25,252
207
$7.31M 0.05%
79,738
-500
208
$7.18M 0.05%
203,382
-7,783
209
$7.08M 0.05%
74,714
+6,473
210
$7.02M 0.05%
48,569
+78
211
$6.76M 0.05%
100,497
+48,117
212
$6.49M 0.04%
214,186
-11,612
213
$6.48M 0.04%
77,328
+7,837
214
$6.27M 0.04%
109,034
+46,856
215
$6.26M 0.04%
34,608
+284
216
$6.24M 0.04%
153,155
-7,829
217
$6.2M 0.04%
33,611
-80
218
$5.96M 0.04%
+1,251,826
219
$5.95M 0.04%
202,609
-14,315
220
$5.92M 0.04%
+30,202
221
$5.86M 0.04%
148,239
-1,195
222
$5.8M 0.04%
216,238
-411
223
$5.77M 0.04%
37,550
-99
224
$5.75M 0.04%
93,384
-308
225
$5.59M 0.04%
384,334
-3,801
7 8
9
10 11