Institutional investor · Portfolio as of Q2 2020
CONGRESS ASSET MANAGEMENT CO manages $8.4B across 323 positions as of Q2 2020. Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 0 new positions, 28 exits, 0 increased. No standout high-conviction moves this quarter. Portfolio: $8.4B across 323 positions.
Top holdings by portfolio weight
Behavioral investing profile
No holdings data available for 2020-Q2. This filer may not have filed for this period.
Funds with similar investing DNA
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer