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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
TMOThermo Fisher Scientific Inc C
Recent Activity
Increased 743.71%
0.75%
$109.915M
177,692 shares@ $618.58 avg price
HOLXHologic Inc Com
Recent Activity
Increased 12.08%
0.75%
$109.879M
1.349M shares@ $81.46 avg price
CMGChipotle Mexican Grill Inc Com
Recent Activity
New Position
0.75%
$109.396M
1.899M shares@ $57.63 avg price
ATRAptargroup Inc
Recent Activity
New Position
0.74%
$108.239M
675,694 shares@ $160.2 avg price
MCOMoody's Corporation
Recent Activity
Increased 0.97%
0.72%
$105.238M
221,745 shares@ $474.6 avg price
PHParker-hannifin Corp Com
Recent Activity
Increased 1.25%
0.72%
$104.311M
165,096 shares@ $631.83 avg price
FIXComfort Systems Usa Inc
Recent Activity
Decreased -5.52%
0.71%
$103.821M
265,970 shares@ $390.35 avg price
TTWOTake Two Interactive
Recent Activity
Decreased -1.45%
0.69%
$100.41M
653,244 shares@ $153.71 avg price
ULTAUlta Beauty Inc Com
Recent Activity
Decreased -0.75%
0.66%
$95.364M
245,075 shares@ $389.12 avg price
WSTWest Pharmaceutical Services I
Recent Activity
Decreased -2.43%
0.65%
$95.292M
317,469 shares@ $300.17 avg price