CAM

Contour Asset Management Portfolio holdings

AUM $4.29B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$46.8M
3
+$40.8M
4
MRVL icon
Marvell Technology
MRVL
+$33.1M
5
SSYS icon
Stratasys
SSYS
+$26.2M

Top Sells

1
+$51.8M
2
+$47.3M
3
+$43.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$36.9M
5
ORCL icon
Oracle
ORCL
+$31.5M

Sector Composition

1 Technology 60.48%
2 Communication Services 18.95%
3 Consumer Discretionary 13.75%
4 Industrials 5.8%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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0
27
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-1,027,160
28
– –
-174,658
29
– –
0
30
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0
31
– –
-1,234,446
32
– –
-1,508,335
33
– –
-292,797
34
– –
-1,857,604
35
– –
0
1
2