CAM

Contour Asset Management Portfolio holdings

AUM $3.06B
1-Year Est. Return 28.67%
This Quarter Est. Return
1 Year Est. Return
+28.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$89.9M
2
+$44.8M
3
+$44.5M
4
YHOO
Yahoo Inc
YHOO
+$41.5M
5
AKAM icon
Akamai
AKAM
+$37M

Top Sells

1
+$43.8M
2
+$33.2M
3
+$32.9M
4
FFIV icon
F5
FFIV
+$32.6M
5
NTAP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.95M 0.38%
+254,083
27
$3.78M 0.21%
112,500
28
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29
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