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
$231M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.48M
3
+$1.82M
4
CAVM
Cavium, Inc.
CAVM
+$1.77M
5
TSRO
TESARO, Inc.
TSRO
+$1.73M

Top Sells

1
+$9.79M
2
+$9.66M
3
+$8.2M
4
BURL icon
Burlington
BURL
+$6.94M
5
META icon
Meta Platforms (Facebook)
META
+$5.53M

Sector Composition

1 Technology 39.39%
2 Healthcare 24.2%
3 Consumer Discretionary 10.03%
4 Industrials 9.46%
5 Real Estate 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PI icon
51
Impinj
PI
$5.86B
$1.68M 0.73%
+44,835
BECN
52
DELISTED
Beacon Roofing Supply, Inc.
BECN
$1.68M 0.73%
39,815
-88,183
BDC icon
53
Belden
BDC
$4.46B
$1.66M 0.72%
24,001
-17,009
CRUS icon
54
Cirrus Logic
CRUS
$6.48B
$1.64M 0.71%
30,936
-9,469
CVCO icon
55
Cavco Industries
CVCO
$4.39B
$1.63M 0.71%
16,476
+1,021
SWKS icon
56
Skyworks Solutions
SWKS
$11.2B
$1.59M 0.69%
20,943
+5,472
OCLR
57
DELISTED
Oclaro Inc.
OCLR
$1.59M 0.69%
+185,885
VEEV icon
58
Veeva Systems
VEEV
$46.5B
$1.58M 0.68%
38,309
+10,239
FCPT icon
59
Four Corners Property Trust
FCPT
$2.55B
$1.56M 0.67%
73,101
-48,894
ETFC
60
DELISTED
E*Trade Financial Corporation
ETFC
$1.56M 0.67%
53,443
+7,371
FPRX
61
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$1.54M 0.67%
29,387
-6,563
COR
62
DELISTED
Coresite Realty Corporation
COR
$1.48M 0.64%
19,972
-16,623
AYI icon
63
Acuity Brands
AYI
$10.9B
$1.48M 0.64%
5,580
-2,824
CPE
64
DELISTED
Callon Petroleum Company
CPE
$1.46M 0.63%
+9,270
CCI icon
65
Crown Castle
CCI
$42.4B
$1.37M 0.59%
14,531
-1,647
NOW icon
66
ServiceNow
NOW
$188B
$1.37M 0.59%
17,292
-22,831
ROCK icon
67
Gibraltar Industries
ROCK
$1.98B
$1.34M 0.58%
36,073
-28,007
HOMB icon
68
Home BancShares
HOMB
$5.35B
$1.33M 0.58%
64,077
-13,818
MGP
69
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
$1.33M 0.58%
+51,023
VMC icon
70
Vulcan Materials
VMC
$39B
$1.32M 0.57%
11,641
-8,952
DERM
71
DELISTED
Dermira, Inc.
DERM
$1.32M 0.57%
+39,055
EFII
72
DELISTED
Electronics for Imaging
EFII
$1.26M 0.54%
+25,705
TWLO icon
73
Twilio
TWLO
$16.4B
$1.24M 0.54%
+19,278
AEIS icon
74
Advanced Energy
AEIS
$7.24B
$1.23M 0.53%
26,048
-17,511
CHTR icon
75
Charter Communications
CHTR
$34.6B
$1.23M 0.53%
4,562
-6,005
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3
4 5