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
$668M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$2.3M
3
+$2.05M
4
CVX icon
Chevron
CVX
+$1.71M
5
WHR icon
Whirlpool
WHR
+$1.7M

Top Sells

1
+$8.94M
2
+$3.29M
3
+$1.61M
4
C icon
Citigroup
C
+$1.61M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Sector Composition

1 Financials 17.43%
2 Industrials 16.42%
3 Technology 14.97%
4 Healthcare 14.84%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$59.8K 0.01%
807
-24
227
$59.5K 0.01%
2,300
-2,500
228
$59.3K 0.01%
500
-100
229
$58.8K 0.01%
250
230
$58.7K 0.01%
600
231
$58.2K 0.01%
1,508
232
$56.4K 0.01%
48,000
233
$56.3K 0.01%
1,208
234
$56.2K 0.01%
600
235
$55.6K 0.01%
+900
236
$54.9K 0.01%
2,000
237
$53.6K 0.01%
1,000
238
$53.5K 0.01%
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239
$53.5K 0.01%
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240
$52.5K 0.01%
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241
$52.3K 0.01%
2,000
242
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243
$52K 0.01%
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245
$50.8K 0.01%
725
246
$50.4K 0.01%
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247
$49.8K 0.01%
1,437
248
$48K 0.01%
656
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249
$46.5K 0.01%
1,800
250
$46.5K 0.01%
1,832
-198
8 9
10
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