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
$810B
$47K 0.02%
+720
XNCR icon
152
Xencor
XNCR
$1.05B
$47K 0.02%
+1,925
TCMD icon
153
Tactile Systems Technology
TCMD
$324M
$46K 0.02%
+2,500
RP
154
DELISTED
RealPage, Inc.
RP
$40K 0.02%
+1,570
CRM icon
155
Salesforce
CRM
$231B
$37K 0.02%
525
-57,900
RARE icon
156
Ultragenyx Pharmaceutical
RARE
$3.14B
$36K 0.02%
520
-19,859
CELG
157
DELISTED
Celgene Corp
CELG
$11K ﹤0.01%
112
-12,759
ADBE icon
158
Adobe
ADBE
$140B
$4K ﹤0.01%
39
-12,821
BSX icon
159
Boston Scientific
BSX
$147B
$4K ﹤0.01%
187
-71,431
AMT icon
160
American Tower
AMT
$89.6B
$3K ﹤0.01%
32
-6,862
GLW icon
161
Corning
GLW
$72.4B
$3K ﹤0.01%
167
-17,141
HD icon
162
Home Depot
HD
$390B
$3K ﹤0.01%
28
-3,321
UNH icon
163
UnitedHealth
UNH
$323B
$3K ﹤0.01%
24
-3,586
AMGN icon
164
Amgen
AMGN
$161B
$2K ﹤0.01%
+12
APTV icon
165
Aptiv
APTV
$18B
$2K ﹤0.01%
31
-1,358
BKNG icon
166
Booking.com
BKNG
$164B
$2K ﹤0.01%
2
-124
CSCO icon
167
Cisco
CSCO
$277B
$2K ﹤0.01%
83
-32,417
MGM icon
168
MGM Resorts International
MGM
$8.6B
$2K ﹤0.01%
112
-56,363
MS icon
169
Morgan Stanley
MS
$252B
$2K ﹤0.01%
76
-6,993
PYPL icon
170
PayPal
PYPL
$64.4B
$2K ﹤0.01%
59
-23,473
CXO
171
DELISTED
CONCHO RESOURCES INC.
CXO
$2K ﹤0.01%
16
-4,310
ASML icon
172
ASML
ASML
$400B
$1K ﹤0.01%
+15
DD icon
173
DuPont de Nemours
DD
$33.3B
$1K ﹤0.01%
15
-2,189
HON icon
174
Honeywell
HON
$129B
$1K ﹤0.01%
15
-3,305
MCD icon
175
McDonald's
MCD
$220B
$1K ﹤0.01%
9
-7,875