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EMCIP

Ewing Morris & Co Investment Partners Portfolio holdings

AUM $222M
1-Year Est. Return 35.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$2.4M
3
+$1.91M
4
GOGO icon
Gogo Inc
GOGO
+$1.8M
5
TSLA icon
Tesla
TSLA
+$1.72M

Top Sells

1
+$1.65M
2
+$1.63M
3
+$1.31M
4
INTU icon
Intuit
INTU
+$1.28M
5
NET icon
Cloudflare
NET
+$1.24M

Sector Composition

1 Materials 15.61%
2 Financials 10.6%
3 Industrials 8.49%
4 Consumer Discretionary 8.46%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 0.9%
38,364
+402
27
$1.99M 0.85%
420,000
28
$1.91M 0.81%
383,954
-88,600
29
$1.74M 0.74%
490,000
+100,000
30
$1.73M 0.74%
+250,000
31
$1.66M 0.71%
32,934
-3,610
32
$1.61M 0.69%
8,612
-3,500
33
$1.51M 0.65%
23,403
-1,596
34
$1.23M 0.53%
37,951
-1,171
35
$1.2M 0.51%
1,803
-536
36
$1.2M 0.51%
+3,982
37
$1.18M 0.5%
+4,873
38
$1.12M 0.48%
+5,363
39
$1.11M 0.47%
8,000
40
$1.07M 0.46%
30,186
41
$1.05M 0.45%
+175,000
42
$978K 0.42%
5,126
-5,550
43
$935K 0.4%
1,806
-1,800
44
$875K 0.37%
+240,000
45
$851K 0.36%
7,600
-4,500
46
$847K 0.36%
9,241
+340
47
$818K 0.35%
3,325
-890
48
$766K 0.33%
71,000
49
$710K 0.3%
1,413
50
$701K 0.3%
7,271
-1,540
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2
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