CCM

Cupps Capital Management Portfolio holdings

AUM $231M
1-Year Est. Return 49.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$17.1M
3
+$11.6M
4
SMCI icon
Super Micro Computer
SMCI
+$10.9M
5
CODE
SPANSION INC, CLASS A COMMON STOCK
CODE
+$10.3M

Top Sells

1
+$16.7M
2
+$15.4M
3
+$15.2M
4
PODD icon
Insulet
PODD
+$14.1M
5
GOGO icon
Gogo Inc
GOGO
+$13.3M

Sector Composition

1 Technology 22.76%
2 Healthcare 17.47%
3 Consumer Discretionary 15.89%
4 Industrials 13.02%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-59,062
227
– –
-270
228
– –
-649,652
229
– –
-693
230
– –
-11,485
231
– –
-3,288
232
– –
-1,110
233
– –
-23,020
234
– –
-67
235
– –
-35,011
236
– –
-2,146,850
237
– –
-383,960
238
– –
-164,199
239
– –
-122
240
– –
-1,289,848
241
– –
-514,672
242
– –
-48
243
– –
-3,994
244
– –
-7,611
245
– –
-214,015
246
– –
-175,994
247
– –
-325,889
248
– –
-234,929
249
– –
-319,275
250
– –
-298,461
8 9
10
11 12