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
PLNT icon
101
Planet Fitness
PLNT
$7.91B
$1.46M 0.38%
+77,495
CVCO icon
102
Cavco Industries
CVCO
$4.39B
$1.45M 0.37%
+15,455
MBLY
103
DELISTED
Mobileye N.V.
MBLY
$1.41M 0.36%
30,535
+7,252
ZOES
104
DELISTED
Zoe's Kitchen, Inc.
ZOES
$1.36M 0.35%
37,650
+429
ACAD icon
105
Acadia Pharmaceuticals
ACAD
$3.52B
$1.35M 0.35%
41,611
-83,242
WWAV
106
DELISTED
The WhiteWave Foods Company
WWAV
$1.34M 0.35%
28,641
-5,664
W icon
107
Wayfair
W
$10.7B
$1.3M 0.34%
33,466
-52,261
MGM icon
108
MGM Resorts International
MGM
$8.6B
$1.28M 0.33%
56,475
+4,160
CELG
109
DELISTED
Celgene Corp
CELG
$1.27M 0.33%
+12,871
TSLA icon
110
Tesla
TSLA
$1.46T
$1.23M 0.32%
87,105
-2,310
ADBE icon
111
Adobe
ADBE
$140B
$1.23M 0.32%
12,860
+7,827
SUM
112
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
$1.21M 0.31%
+61,563
CPAY icon
113
Corpay
CPAY
$20.2B
$1.17M 0.3%
8,150
-1,275
PANW icon
114
Palo Alto Networks
PANW
$141B
$1.14M 0.3%
55,920
-191,832
ETFC
115
DELISTED
E*Trade Financial Corporation
ETFC
$1.08M 0.28%
46,072
-60,961
HW
116
DELISTED
Headwaters Inc
HW
$1.06M 0.27%
59,277
-186,847
ATHN
117
DELISTED
Athenahealth, Inc.
ATHN
$1.03M 0.27%
7,473
+720
CAVM
118
DELISTED
Cavium, Inc.
CAVM
$1.02M 0.26%
26,466
-222,563
PRLB icon
119
Protolabs
PRLB
$1.25B
$1.01M 0.26%
17,620
-11,480
NFLX icon
120
Netflix
NFLX
$510B
$997K 0.26%
10,904
-1,901
RARE icon
121
Ultragenyx Pharmaceutical
RARE
$3.14B
$996K 0.26%
20,379
-45,810
SWKS icon
122
Skyworks Solutions
SWKS
$11.2B
$979K 0.25%
15,471
-16,981
HII icon
123
Huntington Ingalls Industries
HII
$11B
$977K 0.25%
5,820
-1,595
XPO icon
124
XPO
XPO
$15.3B
$967K 0.25%
106,536
-423,566
VEEV icon
125
Veeva Systems
VEEV
$46.5B
$957K 0.25%
+28,070
3 4
5
6 7