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
$1.27B
AUM Growth
-$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$50.7M
3
+$35M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$33.9M
5
CRM icon
Salesforce
CRM
+$30.6M

Top Sells

1
+$90.9M
2
+$81.8M
3
+$81.6M
4
CNQR
CONCUR TECHNOLOGIES INC
CNQR
+$72.6M
5
ADSK icon
Autodesk
ADSK
+$65.3M

Sector Composition

1 Technology 51.09%
2 Communication Services 32.15%
3 Consumer Discretionary 6.31%
4 Financials 5.67%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.7M 0.85%
+171,723
27
$11.9M 0.69%
114,469
-65,406
28
$10.5M 0.61%
+166,086
29
$9.01M 0.52%
+263,268
30
$8.16M 0.47%
457,900
-2,204,805
31
$7.88M 0.45%
211,702
-859,653
32
$5.86M 0.34%
+174,281
33
$5.39M 0.31%
+377,671
34
$4.16M 0.24%
+57,268
35
$3.23M 0.19%
+119,565
36
$2.24M 0.13%
+100,000
37
– –
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38
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39
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40
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-549,555
41
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-286,159
42
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-4,262,445
43
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44
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45
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46
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-807,145
47
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48
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50
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-2,394,248
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