CAM
Contour Asset Management Portfolio holdings
AUM
$3.06B
This Quarter Return
+6.4%
1 Year Return
+28.67%
3 Year Return
+185.02%
5 Year Return
+199.75%
10 Year Return
+989.77%
AUM
$1.37B
AUM Growth
+$1.37B
(+7.4%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
2.41%
Top 10 Holdings %
Top 10 Hldgs %
54.57%
Holding
57
New
8
Increased
11
Reduced
9
Closed
16
Top Buys
| 1 |
Oracle
ORCL
|
$86M |
| 2 |
AWAY
HOMEAWAY INC COM
AWAY
|
$62.2M |
| 3 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
$58.7M |
| 4 |
Expedia Group
EXPE
|
$37.5M |
| 5 |
ARRS
ARRIS International plc Ordinary Shares
ARRS
|
$33.4M |
Top Sells
| 1 |
Salesforce
CRM
|
$91.7M |
| 2 |
iShares Currency Hedged MSCI Japan ETF
HEWJ
|
$56.6M |
| 3 |
Booking.com
BKNG
|
$45M |
| 4 |
Akamai
AKAM
|
$42.5M |
| 5 |
Autodesk
ADSK
|
$37.8M |
Sector Composition
| 1 | Technology | 49.88% |
| 2 | Communication Services | 35.67% |
| 3 | Financials | 3.33% |
| 4 | Consumer Discretionary | 2.74% |
| 5 | Industrials | 1.4% |
