CCM
Cupps Capital Management Portfolio holdings
AUM
$231M
This Quarter Return
+10.43%
1 Year Return
+49.99%
3 Year Return
+213.29%
5 Year Return
–
10 Year Return
–
AUM
$387M
AUM Growth
+$387M
(-26%)
Cap. Flow
-$152M
Cap. Flow
% of AUM
-39.26%
Top 10 Holdings %
Top 10 Hldgs %
22.92%
Holding
237
New
27
Increased
36
Reduced
95
Closed
76
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$3.3M |
| 2 |
TWOU
2U, Inc.
TWOU
|
$2.71M |
| 3 |
Bright Horizons
BFAM
|
$2.66M |
| 4 |
Universal Display
OLED
|
$2.58M |
| 5 |
Cogent Communications
CCOI
|
$2.52M |
Top Sells
| 1 |
MACOM Technology Solutions
MTSI
|
$9.67M |
| 2 |
CAVM
Cavium, Inc.
CAVM
|
$8.59M |
| 3 |
ABMD
Abiomed Inc
ABMD
|
$6.88M |
| 4 |
NVRO
NEVRO CORP.
NVRO
|
$6.62M |
| 5 |
EPAY
Bottomline Technologies Inc
EPAY
|
$4.88M |
Sector Composition
| 1 | Technology | 31.4% |
| 2 | Healthcare | 20.93% |
| 3 | Consumer Discretionary | 17.16% |
| 4 | Industrials | 10.26% |
| 5 | Communication Services | 4.69% |