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Bryce Moody

@Congress Asset Management Co

Latest period2024 - Q3ReportedManaged Assets$14.667BTotal holdings357
Assets growth rate5.11%Assets growth rate (2-Q avg)2.32%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Congress Asset Management Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 357 positions.

Assets under management

The assets under management (AUM) of Congress Asset Management Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 14.667B in assets, with a quarterly growth rate of 5.11% and a 2-quarter average growth rate of 2.32%. The portfolio is managed by Bryce Moody, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HALOHalozyme Therapeutics Inc
Recent Activity
Increased 446.46%
0.95%
$139.298M
2.434M shares@ $57.25 avg price
COOCooper Cos Inc Com New
Recent Activity
Increased 0.11%
0.94%
$137.614M
1.247M shares@ $110.35 avg price
MLMMartin Marietta Matls Inc Com
Recent Activity
Increased 0.5%
0.93%
$136.273M
253,178 shares@ $538.25 avg price
INTUIntuit Inc
Recent Activity
Increased 0.76%
0.92%
$134.907M
217,241 shares@ $621.01 avg price
ZTSZoetis Inc Cl A
Recent Activity
Increased 0.45%
0.92%
$134.774M
689,804 shares@ $195.38 avg price
DTDynatrace Inc
Recent Activity
Increased 23.87%
0.92%
$133.753M
2.501M shares@ $53.48 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 829.04%
0.88%
$128.886M
260,317 shares@ $495.12 avg price
HWMHowmet Aerospace Inc
Recent Activity
Increased 3%
0.87%
$127.329M
1.27M shares@ $100.25 avg price
AJGGallagher Arthur J & Co Com
Recent Activity
Increased 1.5%
0.87%
$126.935M
451,131 shares@ $281.37 avg price
NXPINxp Semiconductors N V Com
Recent Activity
Increased 0.33%
0.86%
$125.283M
521,992 shares@ $240.01 avg price