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
$808M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.67M
3
+$4.46M
4
AAPL icon
Apple
AAPL
+$2.68M
5
XOM icon
Exxon Mobil
XOM
+$2.65M

Top Sells

1
+$5.37M
2
+$4.46M
3
+$3.91M
4
GE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62K 0.01%
2,500
227
$62K 0.01%
1,507
228
$61.9K 0.01%
833
229
$61.1K 0.01%
2,350
230
$60.9K 0.01%
2,500
231
$60.7K 0.01%
2,400
232
$60.6K 0.01%
1,425
-270
233
$60.3K 0.01%
2,500
234
$58.3K 0.01%
2,500
235
$54.4K 0.01%
4,000
236
$54.1K 0.01%
2,150
-1,025
237
$52.5K 0.01%
2,000
238
$50.9K 0.01%
4,500
239
$50.1K 0.01%
2,000
240
$49.9K 0.01%
+1,950
241
$49.6K 0.01%
2,000
242
$49.3K 0.01%
2,000
243
$48.9K 0.01%
550
244
$47.3K 0.01%
2,462
+50
245
$46.8K 0.01%
2,000
246
$46.7K 0.01%
1,850
247
$45.8K 0.01%
2,000
+1,000
248
$43.9K 0.01%
1,100
249
$43.1K 0.01%
1,098
250
$42.7K 0.01%
250
8 9
10
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