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
$628M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.26M
3
+$558K
4
MOS icon
The Mosaic Company
MOS
+$286K
5
CAH icon
Cardinal Health
CAH
+$256K

Top Sells

1
+$4.03M
2
+$4M
3
+$1.53M
4
EVER.PRA
EverBank Financial Corp.
EVER.PRA
+$1.14M
5
WFC icon
Wells Fargo
WFC
+$680K

Sector Composition

1 Financials 19.99%
2 Technology 16.3%
3 Industrials 16.21%
4 Healthcare 13.18%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53.6K 0.01%
1,182
227
$52.3K 0.01%
2,000
228
$51.8K 0.01%
2,000
229
$51.4K 0.01%
3,036
-924
230
$51.2K 0.01%
900
231
$51.2K 0.01%
1,900
232
$51.2K 0.01%
2,000
233
$50.5K 0.01%
2,000
234
$50.4K 0.01%
2,000
235
$50.3K 0.01%
1,000
236
$50.2K 0.01%
2,000
237
$49.9K 0.01%
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238
$49.5K 0.01%
250
239
$49K 0.01%
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240
$48.3K 0.01%
3,000
241
$47.9K 0.01%
1,300
242
$47.9K 0.01%
300
243
$47.8K 0.01%
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244
$46.2K 0.01%
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245
$43.2K 0.01%
780
246
$41.2K 0.01%
958
247
$40.4K 0.01%
778
248
$39.7K 0.01%
1,242
249
$39.2K 0.01%
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250
$39K 0.01%
300
8 9
10
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