ECM
Estabrook Capital Management Portfolio holdings
AUM
$650M
1-Year Return
16.71%
This Quarter Return
-12.05%
1 Year Return
+16.71%
3 Year Return
+64.58%
5 Year Return
+126.18%
10 Year Return
+247.95%
AUM
$583M
AUM Growth
-$97M
(-14%)
Cap. Flow
+$3.08M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
38.82%
Holding
435
New
16
Increased
43
Reduced
83
Closed
8
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$8.8M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$1.35M |
| 3 |
M&T Bank
MTB
|
+$1.2M |
| 4 |
Warner Bros
WBD
|
+$992K |
| 5 |
Ametek
AME
|
+$467K |
Top Sells
| 1 |
3M
MMM
|
+$2.89M |
| 2 |
AT&T
T
|
+$1.49M |
| 3 |
PBCT
People's United Financial Inc
PBCT
|
+$1.29M |
| 4 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
+$591K |
| 5 |
Microsoft
MSFT
|
+$440K |
Sector Composition
| 1 | Technology | 24.93% |
| 2 | Financials | 15.97% |
| 3 | Healthcare | 15.68% |
| 4 | Industrials | 12.66% |
| 5 | Consumer Staples | 7.51% |
