CAM
Contour Asset Management Portfolio holdings
AUM
$3.06B
This Quarter Return
+13.19%
1 Year Return
+28.67%
3 Year Return
+185.02%
5 Year Return
+199.75%
10 Year Return
+989.77%
AUM
$1.28B
AUM Growth
+$1.28B
(+6.4%)
Cap. Flow
-$75.3M
Cap. Flow
% of AUM
-5.88%
Top 10 Holdings %
Top 10 Hldgs %
71.02%
Holding
27
New
5
Increased
6
Reduced
9
Closed
5
Top Buys
| 1 |
Workday
WDAY
|
$50M |
| 2 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$39M |
| 3 |
BlackBerry
BB
|
$34.2M |
| 4 |
LGF.B
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
|
$33M |
| 5 |
Pegasystems
PEGA
|
$29.5M |
Top Sells
| 1 |
CSC
Computer Sciences
CSC
|
$54.4M |
| 2 |
Apple
AAPL
|
$50.4M |
| 3 |
Shopify
SHOP
|
$47.9M |
| 4 |
Wayfair
W
|
$39.2M |
| 5 |
Paycom
PAYC
|
$38.7M |
Sector Composition
| 1 | Technology | 72.68% |
| 2 | Communication Services | 12.03% |
| 3 | Consumer Discretionary | 11.03% |
| 4 | Industrials | 3.04% |