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
$611M
AUM Growth
+$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$3.74M
3
+$697K
4
IRM icon
Iron Mountain
IRM
+$670K
5
C icon
Citigroup
C
+$425K

Top Sells

1
+$4.75M
2
+$2.79M
3
+$2.35M
4
COST icon
Costco
COST
+$1M
5
INTC icon
Intel
INTC
+$550K

Sector Composition

1 Technology 21.12%
2 Financials 18.88%
3 Industrials 13.92%
4 Healthcare 12.92%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.3K 0.01%
1,150
227
$30.3K 0.01%
549
-256
228
$29.6K ﹤0.01%
1,650
229
$29.3K ﹤0.01%
1,000
230
$28.7K ﹤0.01%
700
231
$28.6K ﹤0.01%
226
232
$28.3K ﹤0.01%
185
233
$28K ﹤0.01%
1,068
+3
234
$27.7K ﹤0.01%
300
235
$26.9K ﹤0.01%
625
+75
236
$26.5K ﹤0.01%
160
237
$26K ﹤0.01%
600
238
$25.4K ﹤0.01%
1,000
239
$25.1K ﹤0.01%
1,000
240
$25.1K ﹤0.01%
130
241
$25.1K ﹤0.01%
350
242
$25.1K ﹤0.01%
575
243
$24.8K ﹤0.01%
500
244
$24.6K ﹤0.01%
596
-735
245
$23.7K ﹤0.01%
330
-175
246
$23K ﹤0.01%
200
247
$22.9K ﹤0.01%
350
248
$22.9K ﹤0.01%
150
249
$22.4K ﹤0.01%
665
250
$22.4K ﹤0.01%
845
8 9
10
11 12