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
$1.35B
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$89.1M
2
+$68.7M
3
+$67.9M
4
FTNT icon
Fortinet
FTNT
+$66M
5
JNPR
Juniper Networks
JNPR
+$54.1M

Top Sells

1
+$82.8M
2
+$72.7M
3
+$59.4M
4
INTU icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 0.58%
+1,440,514
27
$7.51M 0.36%
+994,089
28
$6.4M 0.31%
217,100
-2,807,482
29
$4.58M 0.22%
+263,738
30
$2.5M 0.12%
+640,000
31
– –
-912,829
32
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-359,889
33
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-608,782
34
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35
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36
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-3,128,365
37
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-39,180
38
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39
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40
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-985,366
41
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-520,918
42
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44
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45
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-354,082
46
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47
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49
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0
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