CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$89M
3
+$87.2M
4
NET icon
Cloudflare
NET
+$84.3M
5
PINS icon
Pinterest
PINS
+$82.5M

Top Sells

1
+$141M
2
+$125M
3
+$107M
4
BKR icon
Baker Hughes
BKR
+$95.2M
5
CPRT icon
Copart
CPRT
+$89.5M

Sector Composition

1 Technology 30.51%
2 Industrials 16.09%
3 Healthcare 12.33%
4 Financials 10.21%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$419M 2.87%
2,649,792
-20,761
2
$329M 2.26%
662,102
+2,651
3
$292M 2%
1,421,677
-21,001
4
$252M 1.73%
341,294
-3,841
5
$226M 1.55%
1,714,761
-113,497
6
$222M 1.52%
224,364
-17,262
7
$214M 1.47%
1,149,372
-138,526
8
$207M 1.42%
582,011
-5,442
9
$203M 1.39%
737,729
+146,128
10
$201M 1.38%
918,286
-7,057
11
$193M 1.32%
1,092,460
-6,146
12
$187M 1.28%
524,528
-2,478
13
$187M 1.28%
1,396,070
+11,650
14
$186M 1.28%
1,818,720
-9,575
15
$186M 1.28%
262,742
-2,620
16
$183M 1.25%
1,701,570
-17,258
17
$181M 1.24%
880,170
-5,625
18
$174M 1.19%
780,515
-23,959
19
$172M 1.18%
3,118,815
+1,082,413
20
$171M 1.18%
315,555
+2,847
21
$159M 1.09%
325,778
-83,750
22
$151M 1.03%
1,221,560
-9,292
23
$144M 0.99%
393,574
-2,680
24
$142M 0.98%
1,580,484
-15,756
25
$140M 0.96%
273,864
-3,101
1
2 3 4 5