CAM
Contour Asset Management Portfolio holdings
AUM
$3.06B
1-Year Return
28.67%
This Quarter Return
+3.25%
1 Year Return
+28.67%
3 Year Return
+185.02%
5 Year Return
+199.75%
10 Year Return
+989.77%
AUM
$1.29B
AUM Growth
+$137M
(+12%)
Cap. Flow
+$113M
Cap. Flow
% of AUM
8.76%
Top 10 Holdings %
Top 10 Hldgs %
59.93%
Holding
46
New
11
Increased
6
Reduced
10
Closed
11
Top Buys
| 1 |
Intuit
INTU
|
$112M |
| 2 |
Teradyne
TER
|
$80.1M |
| 3 |
eBay
EBAY
|
$72.7M |
| 4 |
Autodesk
ADSK
|
$65.3M |
| 5 |
Western Digital
WDC
|
$44.2M |
Top Sells
| 1 |
T-Mobile US
TMUS
|
$67.3M |
| 2 |
Liberty Global Class A
LBTYA
|
$44.8M |
| 3 |
Yelp
YELP
|
$42.5M |
| 4 |
Amazon
AMZN
|
$40.2M |
| 5 |
Broadcom
AVGO
|
$35.9M |
Sector Composition
| 1 | Technology | 53.54% |
| 2 | Communication Services | 33.95% |
| 3 | Consumer Discretionary | 5.63% |
| 4 | Energy | 3.85% |
| 5 | Consumer Staples | 1.29% |
