CAM
Contour Asset Management Portfolio holdings
AUM
$3.06B
This Quarter Return
+16%
1 Year Return
+28.67%
3 Year Return
+185.02%
5 Year Return
+199.75%
10 Year Return
+989.77%
AUM
$1B
AUM Growth
+$1B
(+32%)
Cap. Flow
+$112M
Cap. Flow
% of AUM
11.16%
Top 10 Holdings %
Top 10 Hldgs %
60.75%
Holding
60
New
9
Increased
8
Reduced
10
Closed
10
Top Buys
| 1 |
Adobe
ADBE
|
$68.8M |
| 2 |
Meta Platforms (Facebook)
META
|
$55.3M |
| 3 |
Salesforce
CRM
|
$53.2M |
| 4 |
Check Point Software Technologies
CHKP
|
$43.8M |
| 5 |
F5
FFIV
|
$32.6M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$44M |
| 2 |
Cisco
CSCO
|
$36.5M |
| 3 |
Zillow
ZG
|
$30.1M |
| 4 |
Yelp
YELP
|
$25.5M |
| 5 |
AWAY
HOMEAWAY INC COM
AWAY
|
$24.6M |
Sector Composition
| 1 | Communication Services | 43.33% |
| 2 | Technology | 34.39% |
| 3 | Consumer Discretionary | 6.38% |
| 4 | Energy | 3.64% |
| 5 | Consumer Staples | 3.64% |
