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
$1.25B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$50.8M
2
+$44.3M
3
+$43.8M
4
RH icon
RH
RH
+$39.7M
5
ANGI icon
Angi Inc
ANGI
+$39.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.28%
2 Consumer Discretionary 18.28%
3 Healthcare 14.52%
4 Industrials 13.89%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$567K 0.05%
+34,539
127
$563K 0.04%
+11,295
128
$496K 0.04%
+6,112
129
$485K 0.04%
+29,353
130
$483K 0.04%
+9,697
131
$483K 0.04%
+585
132
$482K 0.04%
+8,577
133
$428K 0.03%
+26,939
134
$424K 0.03%
+6,346
135
$410K 0.03%
+16,799
136
$307K 0.02%
+4,050
137
$303K 0.02%
+3,921
138
$302K 0.02%
+3,488
139
$292K 0.02%
+33,256
140
$282K 0.02%
+6,910
141
$276K 0.02%
+2,800
142
$257K 0.02%
+8,310
143
$251K 0.02%
+3,447
144
$245K 0.02%
+5,110
145
$240K 0.02%
+7,532
146
$239K 0.02%
+4,655
147
$218K 0.02%
+10,390
148
$210K 0.02%
+2,655
149
$189K 0.02%
+7,770
150
$158K 0.01%
+20,485
4 5
6
7 8