Empfehlung
5,6
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
24.9
1 neu, 4 erhöht, -3326K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | CONGRESS ASSET MANAGEMENT CO |
|---|---|
| Ticker | |
| CIK | 0000897378 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:33:40.858313 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 716,529 | 914,175 | -197,646 | 32,944,190 | Reduziert | -21,6% | |
| Financially Speaking Inc | 18,585,490 | 18,961,696 | -376,206 | 18,585,490 | Reduziert | -2,0% | |
| eCIO, Inc. | 2,247,693 | 0 | 2,247,693 | 2,247,693 | Neu | +100,0% | |
| Jackson Wealth Management, LLC | 1,165,785 | 1,184,386 | -18,601 | 1,912,000 | Reduziert | -1,6% | |
| Kohmann Bosshard Financial Services, LLC | 827,740 | 680,722 | 147,018 | 827,740 | Aufgestockt | +21,6% | |
| CCM INVESTMENT ADVISERS LLC | 8,004 | 7,735 | 269 | 662,313 | Aufgestockt | +3,5% | |
| Westside Investment Management, Inc. | 603,709 | 654,709 | -51,000 | 603,709 | Reduziert | -7,8% | |
| Brooklyn Investment Group | 10,264 | 0 | 10,264 | 230,927 | Neu | +100,0% | |
| Main Management LLC | 108,851 | 385,852 | -277,001 | 109 | Reduziert | -71,8% | |
| Ancora Advisors LLC | 15 | 0 | 15 | 0 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 716,529 | 32,944,190 | 59.32 |
| Financially Speaking Inc | 18,585,490 | 18,585,490 | 33.47 |
| Jackson Wealth Management, LLC | 1,165,785 | 1,912,000 | 3.44 |
| Kohmann Bosshard Financial Services, LLC | 827,740 | 827,740 | 1.49 |
| CCM INVESTMENT ADVISERS LLC | 8,004 | 662,313 | 1.19 |
| Westside Investment Management, Inc. | 603,709 | 603,709 | 1.09 |
| Main Management LLC | 108,851 | 109 | 0.00 |
| Ancora Advisors LLC | 15 | 0 | 0.00 |