CCM

Cupps Capital Management Portfolio holdings

AUM $231M
1-Year Est. Return 49.99%
This Quarter Est. Return
1 Year Est. Return
+49.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.71M
3
+$2.66M
4
OLED icon
Universal Display
OLED
+$2.58M
5
CCOI icon
Cogent Communications
CCOI
+$2.52M

Top Sells

1
+$9.67M
2
+$8.59M
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
26
Visa
V
$664B
$4M 1.03%
53,985
-5,673
ALB icon
27
Albemarle
ALB
$10.9B
$3.94M 1.02%
49,673
-1,659
TTSH icon
28
Tile Shop Holdings
TTSH
$279M
$3.86M 1%
194,066
-125,738
ULTA icon
29
Ulta Beauty
ULTA
$23.9B
$3.79M 0.98%
15,548
-2,953
BMY icon
30
Bristol-Myers Squibb
BMY
$88.8B
$3.68M 0.95%
50,076
+44,876
NLSN
31
DELISTED
Nielsen Holdings plc
NLSN
$3.67M 0.95%
70,525
-20,172
SCAI
32
DELISTED
Surgical Care Affiliates, Inc.
SCAI
$3.34M 0.86%
70,165
-47,790
HUBS icon
33
HubSpot
HUBS
$23B
$3.31M 0.86%
76,340
-71,376
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$3.06T
$3.27M 0.85%
92,960
-73,800
DY icon
35
Dycom Industries
DY
$8.47B
$3.27M 0.84%
36,399
-15,020
COR
36
DELISTED
Coresite Realty Corporation
COR
$3.25M 0.84%
36,595
-36,985
EA icon
37
Electronic Arts
EA
$49.9B
$3.23M 0.83%
42,642
+2,547
GDDY icon
38
GoDaddy
GDDY
$17.8B
$3.2M 0.83%
102,724
-50,720
ELLI
39
DELISTED
Ellie Mae Inc
ELLI
$3.16M 0.82%
34,500
-9,425
DPZ icon
40
Domino's
DPZ
$14.1B
$3.1M 0.8%
23,620
+5,425
LSI
41
DELISTED
Life Storage, Inc.
LSI
$3.05M 0.79%
43,565
-8,109
GVA icon
42
Granite Construction
GVA
$4.6B
$3.02M 0.78%
66,430
-26,380
MTSI icon
43
MACOM Technology Solutions
MTSI
$10.2B
$2.97M 0.77%
89,965
-293,310
CHUY
44
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
$2.87M 0.74%
82,995
-59,765
TSCO icon
45
Tractor Supply
TSCO
$29.3B
$2.85M 0.74%
156,155
+103,580
EEFT icon
46
Euronet Worldwide
EEFT
$3.47B
$2.77M 0.72%
40,090
-24,188
TWOU
47
DELISTED
2U Inc
TWOU
$2.71M 0.7%
+3,069
NOW icon
48
ServiceNow
NOW
$188B
$2.66M 0.69%
40,123
+4,641
BFAM icon
49
Bright Horizons
BFAM
$5.72B
$2.66M 0.69%
+40,155
BLKB icon
50
Blackbaud
BLKB
$3.06B
$2.58M 0.67%
37,945
-28,833
1
2
3 4 5