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
$982M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Sells

1 +$5.34M
2 +$4.59M
3 +$4.48M
4
DD icon
DuPont de Nemours
DD
+$2.4M
5
WMB icon
Williams Companies
WMB
+$2.01M

Sector Composition

1 Energy 18.83%
2 Industrials 17.76%
3 Financials 16.89%
4 Technology 14.06%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$86.9K 0.01%
1,957
227
$86.6K 0.01%
1,487
+425
228
$85.4K 0.01%
4,050
229
$84.2K 0.01%
4,000
230
$84.1K 0.01%
1,494
231
$83.1K 0.01%
1,242
232
$82.6K 0.01%
1,927
233
$81.9K 0.01%
+3,009
234
$81.6K 0.01%
2,500
235
$79.1K 0.01%
3,175
+2,525
236
$76.9K 0.01%
1,782
-700
237
$76.2K 0.01%
835
238
$75K 0.01%
965
239
$73.6K 0.01%
1,841
240
$73.4K 0.01%
3,000
+500
241
$71.5K 0.01%
1,460
242
$71.3K 0.01%
833
-24
243
$70.3K 0.01%
3,000
244
$65.4K 0.01%
2,500
-3,500
245
$65.2K 0.01%
2,000
246
$65.2K 0.01%
3,800
-4,000
247
$65K 0.01%
2,534
-1
248
$64.8K 0.01%
600
+100
249
$64.5K 0.01%
2,500
250
$64K 0.01%
2,500