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
$1.21B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$109M
2 +$54.2M
3 +$48.5M
4
LOGM
LogMein, Inc.
LOGM
+$30.2M
5
PEGA icon
Pegasystems
PEGA
+$24.8M

Top Sells

1 +$67.4M
2 +$66.6M
3 +$62.1M
4
SHOP icon
Shopify
SHOP
+$34.2M
5
NVDA icon
NVIDIA
NVDA
+$34M

Sector Composition

1 Technology 70.42%
2 Consumer Discretionary 12.77%
3 Communication Services 12.3%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-825,079
27
0