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
$644M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.77M
3
+$1.27M
4
MDT icon
Medtronic
MDT
+$699K
5
SLB icon
SLB Ltd
SLB
+$473K

Top Sells

1
+$14.8M
2
+$2.69M
3
+$2.46M
4
F icon
Ford
F
+$1.12M
5
AAPL icon
Apple
AAPL
+$767K

Sector Composition

1 Financials 19.73%
2 Technology 16.77%
3 Industrials 16.02%
4 Healthcare 12.77%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.6K 0.01%
+1,336
227
$51.4K 0.01%
250
228
$51.2K 0.01%
1,900
229
$51.1K 0.01%
2,000
230
$51.1K 0.01%
2,000
231
$50.2K 0.01%
2,000
232
$50.1K 0.01%
1,300
233
$49.4K 0.01%
1,850
234
$48.9K 0.01%
780
235
$47.5K 0.01%
1,000
236
$47.1K 0.01%
1,000
237
$46.4K 0.01%
3,036
238
$46.3K 0.01%
1,800
239
$45.6K 0.01%
1,242
240
$44.3K 0.01%
958
241
$44.3K 0.01%
300
242
$43.7K 0.01%
300
243
$42.5K 0.01%
2,210
244
$42.4K 0.01%
1,091
-346
245
$41K 0.01%
3,000
246
$40.3K 0.01%
1,450
247
$39.8K 0.01%
1,136
248
$39.4K 0.01%
990
-46
249
$38.8K 0.01%
700
250
$38.3K 0.01%
778
8 9
10
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