CAM
Contour Asset Management Portfolio holdings
AUM
$3.06B
This Quarter Return
+3.51%
1 Year Return
+28.67%
3 Year Return
+185.02%
5 Year Return
+199.75%
10 Year Return
+989.77%
AUM
$1.35B
AUM Growth
+$1.35B
(+4.8%)
Cap. Flow
+$50.4M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
53.37%
Holding
52
New
15
Increased
8
Reduced
7
Closed
12
Top Buys
| 1 |
Expedia Group
EXPE
|
$89.1M |
| 2 |
Electronic Arts
EA
|
$68.7M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$67.9M |
| 4 |
Fortinet
FTNT
|
$66M |
| 5 |
JNPR
Juniper Networks
JNPR
|
$54.1M |
Top Sells
| 1 |
P
Pandora Media Inc
P
|
$82.8M |
| 2 |
eBay
EBAY
|
$72.7M |
| 3 |
Meta Platforms (Facebook)
META
|
$59.4M |
| 4 |
Intuit
INTU
|
$56M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
$49.7M |
Sector Composition
| 1 | Technology | 53.69% |
| 2 | Communication Services | 32.53% |
| 3 | Consumer Discretionary | 9.83% |
| 4 | Consumer Staples | 0% |
| 5 | Energy | 0% |
