CCM
Cupps Capital Management Portfolio holdings
AUM
$231M
This Quarter Return
+19.38%
1 Year Return
+49.99%
3 Year Return
+213.29%
5 Year Return
–
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(-40%)
Cap. Flow
-$190M
Cap. Flow
% of AUM
-82.06%
Top 10 Holdings %
Top 10 Hldgs %
24.21%
Holding
206
New
45
Increased
20
Reduced
112
Closed
29
Top Buys
| 1 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$2.63M |
| 2 |
Glaukos
GKOS
|
$2.48M |
| 3 |
BLUE
bluebird bio
BLUE
|
$1.82M |
| 4 |
CAVM
Cavium, Inc.
CAVM
|
$1.77M |
| 5 |
TSRO
TESARO, Inc.
TSRO
|
$1.73M |
Top Sells
| 1 |
ABMD
Abiomed Inc
ABMD
|
$9.79M |
| 2 |
NVRO
NEVRO CORP.
NVRO
|
$9.66M |
| 3 |
Amazon
AMZN
|
$8.2M |
| 4 |
Burlington
BURL
|
$6.94M |
| 5 |
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% |
