Fund comparison · from official SEC filings

CAML vs CAMLX: how much do they overlap?

Congress Large Cap Growth ETF and Congress Large Cap Growth Fund
Holdings overlap
81%
of assets, by weight
Shared positions
38
of 38 / 40 holdings
CAML expense ratio
0.65%
net, per year
CAMLX expense ratio
0.91%
net, per year
CAML and CAMLX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
CAML
CAMLX
N
NVDANVIDIA CORP
6.61%
8.19%
A
AAPLAPPLE INC
5.40%
7.80%
G
GOOGLALPHABET INC-CL A
5.00%
7.51%
A
AMZNAMAZON.COM INC
3.19%
7.04%
M
MSFTMICROSOFT CORP
5.00%
6.04%
A
ANETARISTA NETWORKS INC
4.67%
3.01%
A
AVGOBROADCOM INC
4.65%
3.92%
V
VVISA INC-CLASS A SHARES
2.45%
4.17%
G
GEVGE VERNOVA INC
3.92%
2.81%
H
HWMHOWMET AEROSPACE INC
3.18%
3.67%
E
ETNEATON CORP PLC
3.39%
2.96%
C
COSTCOSTCO WHOLESALE CORP
2.55%
3.19%
T
TJXTJX COMPANIES INC
2.98%
2.08%
O
ORLYO'REILLY AUTOMOTIVE INC
2.13%
2.98%
M
METAMETA PLATFORMS INC-CLASS A
2.73%
2.16%
W
WELLWELLTOWER INC
2.57%
1.72%
G
GSGOLDMAN SACHS GROUP INC
2.40%
2.44%
W
WMBWILLIAMS COS INC
2.39%
2.17%
I
ISRGINTUITIVE SURGICAL INC
2.11%
2.32%
H
HLTHILTON WORLDWIDE HOLDINGS IN
2.14%
0.94%
P
PHPARKER HANNIFIN CORP
2.13%
1.80%
E
ECLECOLAB INC
2.10%
1.46%
A
APHAMPHENOL CORP-CL A
1.97%
1.02%
I
IBKRINTERACTIVE BROKERS GRO-CL A
1.97%
0.87%
A
ASMLASML HOLDING NV-NY REG SHS
1.97%
1.11%
Only in CAML
Nothing exclusive.
Only in CAMLX
G
GOOGALPHABET INC-CL C
1.92%
M
MLMMARTIN MARIETTA MATERIALS
1.92%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.