CCM
Cupps Capital Management Portfolio holdings
AUM
$231M
This Quarter Return
+13.92%
1 Year Return
+49.99%
3 Year Return
+213.29%
5 Year Return
–
10 Year Return
–
AUM
$1.12B
AUM Growth
+$1.12B
(+0.73%)
Cap. Flow
-$26.1M
Cap. Flow
% of AUM
-2.32%
Top 10 Holdings %
Top 10 Hldgs %
23.07%
Holding
258
New
39
Increased
71
Reduced
78
Closed
43
Top Buys
| 1 |
Skechers
SKX
|
$17.6M |
| 2 |
Red Robin
RRGB
|
$16M |
| 3 |
CY
Cypress Semiconductor
CY
|
$14.5M |
| 4 |
Belden
BDC
|
$13.7M |
| 5 |
XPO
XPO
|
$12.2M |
Top Sells
| 1 |
CODE
SPANSION INC, CLASS A COMMON STOCK
CODE
|
$33.5M |
| 2 |
N
Netsuite Inc
N
|
$17.3M |
| 3 |
Lands' End
LE
|
$16.8M |
| 4 |
DexCom
DXCM
|
$15.4M |
| 5 |
Insulet
PODD
|
$14.2M |
Sector Composition
| 1 | Technology | 29.64% |
| 2 | Healthcare | 19.25% |
| 3 | Consumer Discretionary | 18.94% |
| 4 | Industrials | 11.07% |
| 5 | Financials | 6.12% |
