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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
51
$668K 0.29%
2,742
-1,450
52
$664K 0.28%
+240,000
53
$606K 0.26%
7,305
+315
54
$585K 0.25%
+2,915
55
$571K 0.24%
6,000
+400
56
$556K 0.24%
87,100
57
$532K 0.23%
6,593
+3
58
$511K 0.22%
1,619
-37
59
$500K 0.21%
2,279
+40
60
$483K 0.21%
29,700
61
$451K 0.19%
1,773
-60
62
$446K 0.19%
+2,828
63
$437K 0.19%
+139,736
64
$430K 0.18%
5,766
+175
65
$423K 0.18%
4,486
-107
66
$381K 0.16%
11,571
-6,255
67
$379K 0.16%
1,111
68
$372K 0.16%
+875
69
$328K 0.14%
10,541
+60
70
$289K 0.12%
6,898
-91
71
$276K 0.12%
+6,885
72
$275K 0.12%
5,725
73
$268K 0.11%
11,100
-1,000
74
$249K 0.11%
2,080
75
$244K 0.1%
4,061
1 2
3
4 5