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
$1B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$55.3M
3
+$53.2M
4
CHKP icon
Check Point Software Technologies
CHKP
+$43.8M
5
FFIV icon
F5
FFIV
+$32.6M

Top Sells

1
+$44M
2
+$36.5M
3
+$30.1M
4
YELP icon
Yelp
YELP
+$25.5M
5
AWAY
HOMEAWAY INC COM
AWAY
+$24.6M

Sector Composition

1 Communication Services 43.33%
2 Technology 34.39%
3 Consumer Discretionary 6.38%
4 Energy 3.64%
5 Consumer Staples 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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52
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53
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0
54
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-760,000
55
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0
56
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0
57
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0
58
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0
59
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0
60
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0
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3