CAM

Contour Asset Management Portfolio holdings

AUM $3.99B
1-Year Est. Return 32.74%
This Quarter Est. Return
1 Year Est. Return
+32.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$86M
2
+$62.2M
3
+$58.7M
4
EXPE icon
Expedia Group
EXPE
+$37.5M
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$33.4M

Top Sells

1
+$91.7M
2
+$56.6M
3
+$45M
4
AKAM icon
Akamai
AKAM
+$42.5M
5
ADSK icon
Autodesk
ADSK
+$37.8M

Sector Composition

1 Technology 49.88%
2 Communication Services 35.67%
3 Financials 3.33%
4 Consumer Discretionary 2.74%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-457,900
52
– –
-211,702
53
– –
-171,723
54
– –
-263,268
55
– –
0
56
– –
-377,671
57
– –
0
1 2
3