CONGRESS ASSET MANAGEMENT CO /MA Information

2 SEAPORT LN, BOSTON, Massachusetts, 02210, (617) 737-1566

Report Date: 12/31/2014

Position Statistics

Total Positions 244
New Positions 4
Increased Positions 80
Decreased Positions 141
Positions with Activity 221
Sold Out Positions 8
Total Mkt Value (in $ millions) 4,122

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.25%
Capital Goods 3.82%
Conglomerates 0.12%
Consumer Cyclical 7.28%
Consumer/Non-Cyclical 9.51%
Energy 4.48%
Financial 14.24%
Healthcare 10.51%
Services 15.92%
Technology 22.98%
Transportation 5.65%
Utilities 0.15%

244 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
NOVO-NORDISK A S ADR 5,361 -105 (1.92) 93,781
AMPHENOL CORP NEW CL A 59,722 -3,209 (5.1) 1,057,222
COGNIZANT TECHNOLOGY SOLUTIONS CL A 442 -18 (3.96) 7,467
COMCAST CORP NEW CL A -231 Sold Out 0
FACEBOOK INC CL A 835 -100 (10.74) 10,565
GOOGLE INC CL A 37,278 -1,135 (2.95) 67,636
LAUDER ESTEE COS INC CL A 55,578 -1,602 (2.8) 671,481
MASTERCARD INC CL A 6,045 -45 (0.74) 66,252
MONDELEZ INTL INC CL A 1,198 57 5.01 31,003
TWENTY FIRST CENTY FOX INC CL A 6,683 373 5.91 193,704
UNDER ARMOUR INC CL A 45,005 -1,556 (3.34) 577,279
VERISK ANALYTICS INC CL A -7,206 Sold Out 0
ZOETIS INC CL A 5,171 -29 (0.57) 115,908
SCRIPPS NETWORKS INTERACT INC CL A COM 17,444 -2,481 (12.45) 248,384
BROWN FORMAN CORP CL B 54,005 -1,755 (3.15) 589,639
NIKE INC CL B 6,010 5,716 1,941.73 59,639
UNITED PARCEL SERVICE INC CL B 2,414 223 10.17 23,807
BERKSHIRE HATHAWAY INC DEL CL B NEW 491 New 3,427
GOOGLE INC CL C 24,104 -1,191 (4.71) 44,811
OPPENHEIMER SR FLOATING RATE CL Y 216 -37 (14.57) 26,441


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