CAM
Contour Asset Management Portfolio holdings
AUM
$3.06B
This Quarter Return
+9%
1 Year Return
+28.67%
3 Year Return
+185.02%
5 Year Return
+199.75%
10 Year Return
+989.77%
AUM
$1.15B
AUM Growth
+$1.15B
(+15%)
Cap. Flow
+$72.2M
Cap. Flow
% of AUM
6.25%
Top 10 Holdings %
Top 10 Hldgs %
62.94%
Holding
54
New
11
Increased
9
Reduced
6
Closed
13
Top Buys
| 1 |
AOL
AOL INC COMMON STOCK
AOL
|
$89.9M |
| 2 |
Liberty Global Class A
LBTYA
|
$44.8M |
| 3 |
VMW
VMware, Inc
VMW
|
$44.5M |
| 4 |
YHOO
Yahoo Inc
YHOO
|
$41.5M |
| 5 |
Akamai
AKAM
|
$37M |
Top Sells
| 1 |
Check Point Software Technologies
CHKP
|
$43.8M |
| 2 |
Workday
WDAY
|
$33.2M |
| 3 |
Graham Holdings Company
GHC
|
$32.9M |
| 4 |
F5
FFIV
|
$32.6M |
| 5 |
NetApp
NTAP
|
$32M |
Sector Composition
| 1 | Communication Services | 50.05% |
| 2 | Technology | 34.41% |
| 3 | Energy | 7.45% |
| 4 | Consumer Discretionary | 5.74% |
| 5 | Consumer Staples | 0.33% |
