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
$582M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1 +$168K
2 +$144K
3 +$104K
4
NVDA icon
NVIDIA
NVDA
+$72.3K
5
IMPP icon
Imperial Petroleum
IMPP
+$59.1K

Top Sells

1 +$952K
2 +$926K
3 +$812K
4
MSFT icon
Microsoft
MSFT
+$766K
5
BA icon
Boeing
BA
+$460K

Sector Composition

1 Technology 22.84%
2 Financials 17.06%
3 Healthcare 15.79%
4 Industrials 13.71%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$24.7K ﹤0.01%
1,503
227
$23.8K ﹤0.01%
49
228
$23.6K ﹤0.01%
374
-106
229
$22.8K ﹤0.01%
310
230
$22.6K ﹤0.01%
353
231
$22.1K ﹤0.01%
1,866
232
$21.2K ﹤0.01%
1,000
233
$21.1K ﹤0.01%
855
234
$20.9K ﹤0.01%
31,666
235
$20.6K ﹤0.01%
350
236
$20.6K ﹤0.01%
1,048
237
$20.3K ﹤0.01%
205
-7
238
$20.1K ﹤0.01%
360
239
$19.9K ﹤0.01%
69
240
$19.1K ﹤0.01%
10,000
241
$18.9K ﹤0.01%
189
242
$18.4K ﹤0.01%
660
-127
243
$18.4K ﹤0.01%
245
244
$17.7K ﹤0.01%
1,050
245
$17.4K ﹤0.01%
1,850
246
$17.4K ﹤0.01%
266
247
$16.6K ﹤0.01%
200
248
$16.6K ﹤0.01%
44
249
$16.2K ﹤0.01%
1,454
250
$15.5K ﹤0.01%
600