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
$675M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.31M
3
+$2.27M
4
WHR icon
Whirlpool
WHR
+$2.07M
5
MMM icon
3M
MMM
+$1.91M

Top Sells

1
+$5.55M
2
+$3.62M
3
+$3.03M
4
RTX icon
RTX Corp
RTX
+$2.98M
5
DD
Du Pont De Nemours E I
DD
+$2.26M

Sector Composition

1 Financials 17.66%
2 Industrials 16.39%
3 Technology 15.73%
4 Healthcare 13.73%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55K 0.01%
1,182
227
$54.2K 0.01%
1,991
228
$52.6K 0.01%
2,000
229
$52.2K 0.01%
2,000
230
$52.2K 0.01%
2,000
231
$51.9K 0.01%
400
232
$51.8K 0.01%
2,000
233
$51.7K 0.01%
2,000
234
$51.5K 0.01%
2,000
235
$51.4K 0.01%
2,000
236
$51.1K 0.01%
2,412
237
$50.7K 0.01%
250
238
$50.6K 0.01%
550
239
$50.3K 0.01%
2,030
-9,250
240
$50.1K 0.01%
1,000
241
$48.7K 0.01%
1,850
242
$48.6K 0.01%
900
243
$48.1K 0.01%
725
244
$46.8K 0.01%
1,800
245
$45K 0.01%
1,091
246
$42.9K 0.01%
4,500
247
$42.8K 0.01%
48,000
248
$42.2K 0.01%
300
249
$41K 0.01%
1,000
250
$38.5K 0.01%
1,500
8 9
10
11 12