Congress Asset Management Company is based out of Boston. Congress Asset Management Company is a large advisory firm with 6423 clients and discretionary assets under management (AUM) of $10,099,098,612 (Form ADV from 2023-10-24). Their last reported 13F filing for Q1 2024 included $14,022,049,137 in managed 13F securities
and a top 10 holdings concentration of 15.05%. Congress Asset Management Company's largest holding is NVIDIA Corp. with shares held of 319,996. Whalewisdom has at least 102 13F filings
2024-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| DV DoubleVerify Holding | 0.88% |
| CASY Caseys General Store | 0.8% |
| CRM Salesforce.com Inc. | 0.55% |
| CTAS Cintas Corporation | 0.55% |
| PH Parker-Hannifin Corp | 0.53% |
2024-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| DIOD Diodes Inc. | 0.77% |
| UNH UnitedHealth Group I | 0.75% |
| TSLA Tesla Inc | 0.69% |
| SUI Sun Communities, Inc | 0.62% |
| BJ BJs Wholesale Club H | 0.6% |
2024-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| NVDA NVIDIA Corp. | 2.06% |
| MSFT Microsoft Corp. | 1.78% |
| AAPL Apple Inc | 1.73% |
| DRI Darden Restaurants I | 1.67% |
| COST Costco Co. | 1.45% |
2024-03-31
13F Activity
| Market Value | $14.0b, Prior: $12.7b |
| New Purchases | 12 stocks |
| Added To | 135 stocks |
| Sold out of | 26 stocks |
| Reduced holdings in | 188 stocks |
| Top 10 Holdings % | 15.05% |
| Turnover %[1] | 10.64% |
| Turnover Alt %[2] | 8.09% |
| Time Held Top 20 | 5.35 quarters |
| Time Held Top 10 | 4.7 quarters |
| Time Held All | 21.07 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-03-31
13F Sector Allocation Over Time
2024-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31