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
CCOI icon
51
Cogent Communications
CCOI
$2.14B
$2.52M 0.65%
+62,855
FCPT icon
52
Four Corners Property Trust
FCPT
$2.55B
$2.51M 0.65%
+121,995
VMC icon
53
Vulcan Materials
VMC
$39B
$2.48M 0.64%
20,593
-9,182
BDC icon
54
Belden
BDC
$4.46B
$2.48M 0.64%
41,010
-12,740
POST icon
55
Post Holdings
POST
$5.75B
$2.44M 0.63%
45,145
+2,642
SYNH
56
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$2.44M 0.63%
63,870
-108,005
CHTR icon
57
Charter Communications
CHTR
$34.6B
$2.42M 0.62%
10,567
-4,040
ORBK
58
DELISTED
Orbotech Ltd
ORBK
$2.39M 0.62%
93,566
+891
NKTR icon
59
Nektar Therapeutics
NKTR
$1.1B
$2.38M 0.62%
11,170
-8,609
QTWO icon
60
Q2 Holdings
QTWO
$3.74B
$2.38M 0.62%
85,090
+70,995
ASTE icon
61
Astec Industries
ASTE
$1.06B
$2.31M 0.6%
+41,150
PEN icon
62
Penumbra
PEN
$9.71B
$2.26M 0.58%
37,984
-20,606
GPN icon
63
Global Payments
GPN
$20.7B
$2.13M 0.55%
29,917
+6,127
THS icon
64
Treehouse Foods
THS
$979M
$2.11M 0.54%
+20,536
LULU icon
65
lululemon athletica
LULU
$19.9B
$2.1M 0.54%
28,509
+8,559
NXTM
66
DELISTED
NxStage Medical Inc.
NXTM
$2.1M 0.54%
+96,735
MLNX
67
DELISTED
Mellanox Technologies, Ltd.
MLNX
$2.1M 0.54%
43,696
-28,349
AYI icon
68
Acuity Brands
AYI
$10.9B
$2.08M 0.54%
8,404
+3,877
BLDR icon
69
Builders FirstSource
BLDR
$13.5B
$2.07M 0.53%
183,905
-52,830
COLM icon
70
Columbia Sportswear
COLM
$2.86B
$2.05M 0.53%
35,710
-70,510
SAVE
71
DELISTED
Spirit Airlines, Inc.
SAVE
$2.04M 0.53%
45,580
-77,920
LOGM
72
DELISTED
LogMein, Inc.
LOGM
$2.03M 0.52%
31,977
-24,686
ROCK icon
73
Gibraltar Industries
ROCK
$1.98B
$2.02M 0.52%
+64,080
ITCI
74
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$2.02M 0.52%
51,995
+62
LFUS icon
75
Littelfuse
LFUS
$6.57B
$2.01M 0.52%
16,975
-23,340
1 2
3
4 5