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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$279M 2.13%
1,352,091
-135,170
2
$268M 2.04%
3,476,863
-396,558
3
$247M 1.88%
1,390,844
-167,778
4
$235M 1.79%
566,940
-32,679
5
$225M 1.71%
1,622,476
+356,551
6
$208M 1.58%
1,248,160
-91,100
7
$201M 1.53%
355,852
-32,803
8
$198M 1.51%
587,956
-98,270
9
$193M 1.47%
1,331,960
-178,340
10
$182M 1.39%
107,426
-4,388
11
$181M 1.38%
318,910
-51,467
12
$181M 1.38%
1,630,124
-81,436
13
$180M 1.37%
432,666
-67,005
14
$177M 1.34%
854,917
-71,852
15
$175M 1.33%
293,568
-22,370
16
$174M 1.33%
1,615,559
-46,547
17
$174M 1.32%
1,583,685
-117,910
18
$172M 1.31%
349,097
-25,789
19
$171M 1.31%
365,427
-22,476
20
$169M 1.29%
693,587
-103,027
21
$163M 1.24%
433,490
-13,787
22
$162M 1.23%
459,123
-18,552
23
$161M 1.22%
388,046
-60,796
24
$160M 1.22%
4,216,948
-128,732
25
$159M 1.21%
725,368
-17,933
1
2 3 4 5