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
$638M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.24M
3
+$1.23M
4
TXN icon
Texas Instruments
TXN
+$763K
5
IBM icon
IBM
IBM
+$639K

Top Sells

1
+$2.71M
2
+$2.46M
3
+$2.01M
4
JPM icon
JPMorgan Chase
JPM
+$1.54M
5
CSCO icon
Cisco
CSCO
+$1.39M

Sector Composition

1 Financials 19.82%
2 Technology 19.36%
3 Industrials 14.63%
4 Healthcare 12.1%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48.1K 0.01%
958
227
$46K 0.01%
1,800
228
$42.2K 0.01%
1,300
229
$42.1K 0.01%
1,200
230
$41.8K 0.01%
+884
231
$41.6K 0.01%
1,200
232
$40.2K 0.01%
+200
233
$40.1K 0.01%
2,159
234
$39.5K 0.01%
1,242
235
$39.4K 0.01%
1,450
236
$39.1K 0.01%
747
237
$38.1K 0.01%
665
238
$37.6K 0.01%
1,091
239
$37.5K 0.01%
1,136
240
$36.3K 0.01%
605
241
$36.1K 0.01%
1,828
242
$36.1K 0.01%
700
243
$36K 0.01%
550
+300
244
$35.9K 0.01%
2,481
-19
245
$34.5K 0.01%
2,633
246
$34.1K 0.01%
288
247
$33.6K 0.01%
2,050
248
$32.5K 0.01%
933
-32
249
$31.6K 0.01%
1,200
250
$30.6K ﹤0.01%
2,269
8 9
10
11 12