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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$407M 3.89%
3,720,240
+3,597,840
2
$254M 2.43%
2,331,600
+986,900
3
$187M 1.79%
1,365,395
-4,030
4
$185M 1.77%
1,285,960
-7,914
5
$165M 1.58%
590,033
+3,103
6
$164M 1.57%
343,217
+43,969
7
$149M 1.42%
1,615,758
-34,968
8
$148M 1.41%
384,544
+40,319
9
$145M 1.39%
3,178,104
-233,646
10
$141M 1.35%
550,294
-40,650
11
$140M 1.34%
272,447
-11,243
12
$133M 1.27%
4,877,676
+634,272
13
$132M 1.27%
1,050,212
+4,749
14
$131M 1.25%
371,675
+23,549
15
$127M 1.22%
1,406,482
+82,010
16
$126M 1.21%
1,584,445
-19,416
17
$125M 1.2%
738,514
-9,669
18
$124M 1.19%
108,001
+461
19
$121M 1.16%
587,564
-17,643
20
$119M 1.14%
567,563
-8,509
21
$118M 1.13%
1,316,157
-83,167
22
$118M 1.13%
1,412,411
+44,278
23
$117M 1.12%
66,879
+63,317
24
$115M 1.1%
669,696
-13,286
25
$114M 1.1%
1,234,646
-165,553
1
2 3 4 5