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
$649M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.74M
3
+$2.34M
4
GE icon
GE Aerospace
GE
+$946K
5
CVX icon
Chevron
CVX
+$840K

Top Sells

1
+$3.54M
2
+$3.36M
3
+$3M
4
MSFT icon
Microsoft
MSFT
+$1.2M
5
AAPL icon
Apple
AAPL
+$678K

Sector Composition

1 Technology 25.47%
2 Financials 18.51%
3 Industrials 14.69%
4 Healthcare 13.65%
5 Consumer Staples 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.8K ﹤0.01%
266
227
$22.4K ﹤0.01%
190
228
$21.7K ﹤0.01%
1,000
229
$21.5K ﹤0.01%
845
230
$21.2K ﹤0.01%
100
231
$20.8K ﹤0.01%
200
232
$20.2K ﹤0.01%
457
+450
233
$20K ﹤0.01%
1,500
234
$19.4K ﹤0.01%
250
-150
235
$18.4K ﹤0.01%
168
236
$17.2K ﹤0.01%
549
237
$14.5K ﹤0.01%
44
238
$13.6K ﹤0.01%
650
239
$13.5K ﹤0.01%
+403
240
$12.4K ﹤0.01%
303
241
$12K ﹤0.01%
+213
242
$11.4K ﹤0.01%
+382
243
$11.2K ﹤0.01%
419
244
$11K ﹤0.01%
73
245
$10.8K ﹤0.01%
250
246
$10.3K ﹤0.01%
400
247
$9.84K ﹤0.01%
480
248
$9.61K ﹤0.01%
26
249
$9.18K ﹤0.01%
345
250
$8.47K ﹤0.01%
100
8 9
10
11 12