ECM
Estabrook Capital Management Portfolio holdings
AUM
$650M
1-Year Return
16.71%
This Quarter Return
-0.45%
1 Year Return
+16.71%
3 Year Return
+64.58%
5 Year Return
+126.18%
10 Year Return
+247.95%
AUM
$808M
AUM Growth
-$47.8M
(-5.6%)
Cap. Flow
-$38.8M
Cap. Flow
% of AUM
-4.8%
Top 10 Holdings %
Top 10 Hldgs %
30.69%
Holding
476
New
13
Increased
39
Reduced
143
Closed
19
Top Buys
| 1 |
Prudential Financial
PRU
|
+$5.23M |
| 2 |
Procter & Gamble
PG
|
+$4.67M |
| 3 |
Home Depot
HD
|
+$4.46M |
| 4 |
Apple
AAPL
|
+$2.68M |
| 5 |
Exxon Mobil
XOM
|
+$2.65M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
+$5.37M |
| 2 |
NOV
NOV
|
+$4.46M |
| 3 |
PNC Financial Services
PNC
|
+$3.91M |
| 4 |
GE Aerospace
GE
|
+$3.21M |
| 5 |
WFT
Weatherford International plc
WFT
|
+$3.08M |
Sector Composition
| 1 | Financials | 19.31% |
| 2 | Industrials | 16.51% |
| 3 | Technology | 15.93% |
| 4 | Energy | 12.46% |
| 5 | Healthcare | 12.21% |
