ECM

Estabrook Capital Management Portfolio holdings

AUM $650M
1-Year Est. Return 16.71%
This Quarter Est. Return
1 Year Est. Return
+16.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$976K
2 +$864K
3 +$504K
4
NXPI icon
NXP Semiconductors
NXPI
+$411K
5
OTIS icon
Otis Worldwide
OTIS
+$370K

Top Sells

1 +$3.06M
2 +$2.24M
3 +$890K
4
AAPL icon
Apple
AAPL
+$859K
5
INTC icon
Intel
INTC
+$793K

Sector Composition

1 Technology 27.81%
2 Financials 16.01%
3 Healthcare 13.85%
4 Industrials 12.79%
5 Consumer Staples 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$24.8K ﹤0.01%
1,000
227
$23.8K ﹤0.01%
160
228
$23.7K ﹤0.01%
550
-600
229
$23.7K ﹤0.01%
224
+4
230
$22.2K ﹤0.01%
1,896
231
$21.9K ﹤0.01%
1,048
232
$21.5K ﹤0.01%
845
233
$21.4K ﹤0.01%
500
234
$21.1K ﹤0.01%
400
235
$20.6K ﹤0.01%
350
236
$20.3K ﹤0.01%
596
237
$19.7K ﹤0.01%
621
238
$19.1K ﹤0.01%
190
239
$18.8K ﹤0.01%
2,631
240
$18.7K ﹤0.01%
100
241
$18.4K ﹤0.01%
320
242
$17.6K ﹤0.01%
73
243
$17.5K ﹤0.01%
1,150
244
$16.8K ﹤0.01%
46
245
$16.7K ﹤0.01%
305
246
$15K ﹤0.01%
1,500
247
$14.9K ﹤0.01%
1,500
248
$14.2K ﹤0.01%
+1,708
249
$14.1K ﹤0.01%
1,242
250
$13.1K ﹤0.01%
1,000