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Congress SMID Growth (CSMD) ETF Holdings & Analysis

ETFOther

$34.78+0.69%
1-year price historyRange $29.68 – $36.52
52-week range$34.78
$29.53$37.04

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What CSMD does

The Congress SMid Growth ETF aims to deliver significant long-term returns by focusing its investments on companies that are either currently demonstrating strong earnings growth or are projected to do so.

Fund profile

Category
Other
AUM
$485.91M
Holdings
10
52-week high
$37.04
52-week low
$29.53

Top holdings

Top 1033%
HoldingWeight
Rubrik Inc4.75%
Halozyme Therapeutics Inc4.36%
Repligen Corp3.38%
Medpace Holdings Inc3.16%
Valmont Industries Inc3.07%
UFP Technologies Inc2.96%
BJ's Wholesale Club Holdings Inc2.94%
Range Resources Corp2.92%
Samsara Inc2.91%
Ligand Pharmaceuticals Inc2.78%

Sector allocation

Healthcare26.18%
Technology25.49%
Industrials19.98%
Consumer Defensive6.74%
Financial Services6.41%
Consumer Cyclical5.95%
Energy4.06%
Communication Services1.95%
Basic Materials1.68%
Real Estate1.56%

Geographic allocation

United States94.34%
United Kingdom2.41%
Ireland2.19%
Cayman Islands1.10%

PortView Portfolio Insights

PortView analyzes how CSMD fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Related securities

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Frequently asked questions

What does CSMD track?
CSMD is the Congress SMID Growth ETF, a Other ETF.
What is the expense ratio of CSMD?
Expense ratio data for CSMD is shown on the page when available from our data provider.
What are the largest holdings in CSMD?
Top holdings include RBRK, HALO, RGEN, MEDP, VMI.
How can PortView analyze CSMD overlap with other ETFs?
PortView computes the holdings overlap between CSMD and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.