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
$1.35B
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$82.4M
2
+$65.7M
3
+$62.1M
4
FTNT icon
Fortinet
FTNT
+$58.9M
5
JNPR
Juniper Networks
JNPR
+$54.8M

Top Sells

1
+$73.3M
2
+$72.7M
3
+$59.4M
4
INTU icon
Intuit
INTU
+$53.7M
5
YHOO
Yahoo Inc
YHOO
+$49.7M

Sector Composition

1 Technology 53.69%
2 Communication Services 32.53%
3 Consumer Discretionary 9.83%
4 Consumer Staples 0%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-160,444
52
– –
-912,829
1 2
3