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
$1.28B
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$54.4M
2 +$50.4M
3 +$47.9M
4
W icon
Wayfair
W
+$39.2M
5
PAYC icon
Paycom
PAYC
+$38.7M

Sector Composition

1 Technology 72.68%
2 Communication Services 12.03%
3 Consumer Discretionary 11.03%
4 Industrials 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-15,666
27
-787,870