CCM

Cupps Capital Management Portfolio holdings

AUM $231M
1-Year Est. Return 49.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$17.1M
3
+$11.6M
4
SMCI icon
Super Micro Computer
SMCI
+$10.9M
5
CODE
SPANSION INC, CLASS A COMMON STOCK
CODE
+$10.3M

Top Sells

1
+$16.7M
2
+$15.4M
3
+$15.2M
4
PODD icon
Insulet
PODD
+$14.1M
5
GOGO icon
Gogo Inc
GOGO
+$13.3M

Sector Composition

1 Technology 22.76%
2 Healthcare 17.47%
3 Consumer Discretionary 15.89%
4 Industrials 13.02%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
+39
202
$2K ﹤0.01%
305
-150
203
$2K ﹤0.01%
+34
204
$2K ﹤0.01%
136
-67
205
$2K ﹤0.01%
+83
206
– –
-49,957
207
– –
-4,620
208
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-96,834
209
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-159
210
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-48
211
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-465
212
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-29,671
213
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-250
214
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-207,570
215
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-100,829
216
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-238,961
217
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-87
218
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-250,423
219
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-148,845
220
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-141,871
221
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-298,379
222
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-348,576
223
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-154,623
224
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-1,575
225
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-368,045
7 8
9
10 11