ECM

Estabrook Capital Management Portfolio holdings

AUM $686M
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$788K
3
+$787K
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$601K
5
UNH icon
UnitedHealth
UNH
+$581K

Top Sells

1
+$5.41M
2
+$4.82M
3
+$2.75M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.17M
5
IBM icon
IBM
IBM
+$1.81M

Sector Composition

1 Energy 20.31%
2 Industrials 17.47%
3 Financials 15.19%
4 Technology 13.97%
5 Healthcare 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$92.7K 0.01%
2,060
-1,020
227
$91.8K 0.01%
4,200
228
$90.6K 0.01%
4,000
229
$89.7K 0.01%
1,368
230
$87.1K 0.01%
3,467
231
$86.7K 0.01%
4,050
232
$85.3K 0.01%
2,100
233
$85.3K 0.01%
9,215
234
$85.3K 0.01%
+3,661
235
$85.1K 0.01%
2,100
236
$83.8K 0.01%
1,300
-200
237
$83.5K 0.01%
1,789
238
$80.6K 0.01%
1,927
239
$80.5K 0.01%
1,357
240
$77.7K 0.01%
1,000
241
$77.6K 0.01%
1,675
242
$76.9K 0.01%
1,494
-1,506
243
$75.6K 0.01%
1,065
244
$75.4K 0.01%
2,500
245
$74.8K 0.01%
835
246
$74.7K 0.01%
3,000
247
$71.7K 0.01%
1,242
248
$71.7K 0.01%
1,957
-477
249
$68.8K 0.01%
1,470
250
$67.2K 0.01%
1,460
8 9
10
11 12