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
JPM icon
151
JPMorgan Chase
JPM
$851B
$47K 0.02%
+720
XNCR icon
152
Xencor
XNCR
$946M
$47K 0.02%
+1,925
TCMD icon
153
Tactile Systems Technology
TCMD
$675M
$46K 0.02%
+2,500
RP
154
DELISTED
RealPage, Inc.
RP
$40K 0.02%
+1,570
CRM icon
155
Salesforce
CRM
$215B
$37K 0.02%
525
-57,900
RARE icon
156
Ultragenyx Pharmaceutical
RARE
$2.25B
$36K 0.02%
520
-19,859
CELG
157
DELISTED
Celgene Corp
CELG
$11K ﹤0.01%
112
-12,759
ADBE icon
158
Adobe
ADBE
$125B
$4K ﹤0.01%
39
-12,821
BSX icon
159
Boston Scientific
BSX
$132B
$4K ﹤0.01%
187
-71,431
HD icon
160
Home Depot
HD
$378B
$3K ﹤0.01%
28
-3,321
AMT icon
161
American Tower
AMT
$85.3B
$3K ﹤0.01%
32
-6,862
GLW icon
162
Corning
GLW
$80.4B
$3K ﹤0.01%
167
-17,141
UNH icon
163
UnitedHealth
UNH
$302B
$3K ﹤0.01%
24
-3,586
CSCO icon
164
Cisco
CSCO
$297B
$2K ﹤0.01%
83
-32,417
MGM icon
165
MGM Resorts International
MGM
$9.51B
$2K ﹤0.01%
112
-56,363
MS icon
166
Morgan Stanley
MS
$305B
$2K ﹤0.01%
76
-6,993
PYPL icon
167
PayPal
PYPL
$53B
$2K ﹤0.01%
59
-23,473
CXO
168
DELISTED
CONCHO RESOURCES INC.
CXO
$2K ﹤0.01%
16
-4,310
AMGN icon
169
Amgen
AMGN
$177B
$2K ﹤0.01%
+12
APTV icon
170
Aptiv
APTV
$17B
$2K ﹤0.01%
31
-1,358
BKNG icon
171
Booking.com
BKNG
$167B
$2K ﹤0.01%
2
-124
ASML icon
172
ASML
ASML
$525B
$1K ﹤0.01%
+15
DD icon
173
DuPont de Nemours
DD
$18B
$1K ﹤0.01%
37
-5,231
HON icon
174
Honeywell
HON
$140B
$1K ﹤0.01%
15
-3,305
MCD icon
175
McDonald's
MCD
$219B
$1K ﹤0.01%
9
-7,875