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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
AJGGallagher Arthur J & Co Com
Recent Activity
Increased 1.5%
0.87%
$126.935M
451,131 shares@ $281.37 avg price
CRCrane Company
Recent Activity
Decreased -28.02%
0.87%
$126.337M
798,190 shares@ $158.28 avg price
NXPINxp Semiconductors N V Com
Recent Activity
Increased 0.33%
0.86%
$125.283M
521,992 shares@ $240.01 avg price
DSGXDescartes Systems Group Inc
Recent Activity
Decreased -0.79%
0.86%
$124.772M
1.212M shares@ $102.97 avg price
ECLEcolab Inc Com
Recent Activity
Increased 1.32%
0.85%
$124.569M
487,875 shares@ $255.33 avg price
PENPenumbra Inc
Recent Activity
Decreased -0.99%
0.85%
$123.883M
637,554 shares@ $194.32 avg price
NVTNvent Electric Plc Com
Recent Activity
Decreased -14.16%
0.84%
$122.39M
1.742M shares@ $70.27 avg price
USFDUs Foods Holdings
Recent Activity
New Position
0.83%
$121.196M
1.971M shares@ $61.51 avg price
POOLPool Corp Com
Recent Activity
Decreased -7.08%
0.83%
$121.089M
321,361 shares@ $376.81 avg price
WTSWatts Water Technologies Inc
Recent Activity
Decreased -1.1%
0.83%
$120.478M
581,486 shares@ $207.2 avg price