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
$1.15B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$41M
3
+$41M
4
AKAM icon
Akamai
AKAM
+$37M
5
YHOO
Yahoo Inc
YHOO
+$36.8M

Top Sells

1
+$43.8M
2
+$33.2M
3
+$32.9M
4
FFIV icon
F5
FFIV
+$32.6M
5
NTAP icon
NetApp
NTAP
+$32M

Sector Composition

1 Communication Services 50.05%
2 Technology 34.41%
3 Energy 7.45%
4 Consumer Discretionary 5.74%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-400,000
52
– –
0
53
– –
0
54
– –
-700,000
1 2
3