CONGRESS ASSET MANAGEMENT CO /MA
2 SEAPORT LN, BOSTON, Massachusetts, 02210, (617) 737-1566
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 227 |
| New Positions | 24 |
| Increased Positions | 115 |
| Decreased Positions | 98 |
| Positions with Activity | 213 |
| Sold Out Positions | 10 |
| Total Mkt Value (in $ millions) |
3,605 |
Sector Weighting
| Basic Materials | 7.92% |
| Capital Goods | 7.8% |
| Conglomerates | 1.81% |
| Consumer Cyclical | 3.79% |
| Consumer/Non-Cyclical | 9.48% |
| Energy | 6.19% |
| Financial | 7.34% |
| Healthcare | 9.42% |
| Services | 18.86% |
| Technology | 21.76% |
| Transportation | 5% |
| Utilities | 0.1% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
227 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) | Change in Value ($1,000s) |
Change (%) | Shares Held |
|---|---|---|---|---|---|
| AGILENT TECHNOLOGIES INC | COM | 1,071 | -86,453 | (98.78) | 23,121 |
| CAPITAL ONE FINL CORP | COM | 1,073 | -84,576 | (98.75) | 17,365 |
| COACH INC | COM | 810 | -68,479 | (98.83) | 13,614 |
| EBAY INC | COM | 55,849 | -41,948 | (42.89) | 998,195 |
| TJX COS INC NEW | COM | 82,584 | -29,673 | (26.43) | 1,608,248 |
| MONSANTO CO NEW | COM | 82,253 | -29,559 | (26.44) | 759,422 |
| GOOGLE INC | CL A | 78,696 | -28,303 | (26.45) | 86,619 |
| TRAVELERS COMPANIES INC | COM | 77,531 | -27,123 | (25.92) | 906,270 |
| ROPER INDS INC NEW | COM | 70,587 | -25,996 | (26.92) | 569,618 |
| CANADIAN NATL RY CO | COM | 74,486 | -25,878 | (25.78) | 724,643 |
| PRECISION CASTPARTS CORP | COM | 71,011 | -24,532 | (25.68) | 330,163 |
| V F CORP | COM | 87,156 | -24,135 | (21.69) | 469,842 |
| COLGATE PALMOLIVE CO | COM | 75,916 | -24,011 | (24.03) | 1,233,404 |
| JOHNSON & JOHNSON | COM | 76,885 | -23,589 | (23.48) | 873,593 |
| E M C CORP MASS | COM | 54,837 | -23,005 | (29.55) | 2,269,742 |
| UNITED TECHNOLOGIES CORP | COM | 73,603 | -22,771 | (23.63) | 756,994 |
| UNITED PARCEL SERVICE INC | CL B | 65,166 | -22,758 | (25.88) | 735,922 |
| AMERICAN TOWER CORP NEW | COM | 81,205 | -22,464 | (21.67) | 967,649 |
| INTUITIVE SURGICAL INC | COM NEW | 60,187 | -22,228 | (26.97) | 125,541 |
| COMCAST CORP NEW | CL A | 65,002 | -22,013 | (25.3) | 1,565,551 |
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