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
$1.27B
AUM Growth
-$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$56.6M
2 +$50.7M
3 +$35M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$33.9M
5
CRM icon
Salesforce
CRM
+$30.6M

Top Sells

1 +$90.9M
2 +$81.8M
3 +$81.6M
4
CNQR
CONCUR TECHNOLOGIES INC
CNQR
+$72.6M
5
ADSK icon
Autodesk
ADSK
+$65.3M

Sector Composition

1 Technology 51.09%
2 Communication Services 32.15%
3 Consumer Discretionary 6.31%
4 Financials 5.67%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-332,012
52
0
53
0
54
-2,229,539
55
-572,513
56
0
57
-589,604