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

Top Buys

1 +$89.1M
2 +$68.7M
3 +$67.9M
4
FTNT icon
Fortinet
FTNT
+$66M
5
JNPR
Juniper Networks
JNPR
+$54.1M

Top Sells

1 +$82.8M
2 +$72.7M
3 +$59.4M
4
INTU icon
Intuit
INTU
+$56M
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
-1,676,314
52
-160,444