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
$600M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$208K
3
+$113K
4
VZ icon
Verizon
VZ
+$113K
5
SCHW icon
Charles Schwab
SCHW
+$85K

Top Sells

1
+$1.71M
2
+$1.45M
3
+$650K
4
C icon
Citigroup
C
+$469K
5
LLY icon
Eli Lilly
LLY
+$378K

Sector Composition

1 Technology 27.04%
2 Financials 15.8%
3 Healthcare 13.99%
4 Industrials 13.35%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.1K ﹤0.01%
350
227
$22.9K ﹤0.01%
10,000
228
$22.8K ﹤0.01%
1,048
229
$22K ﹤0.01%
374
230
$21.8K ﹤0.01%
1,237
-166
231
$21.4K ﹤0.01%
266
232
$21.3K ﹤0.01%
44
233
$21.3K ﹤0.01%
450
-135
234
$20.3K ﹤0.01%
205
235
$20.2K ﹤0.01%
600
236
$20.1K ﹤0.01%
1,937
237
$18.4K ﹤0.01%
200
238
$17.6K ﹤0.01%
1,350
239
$16.7K ﹤0.01%
380
240
$15.4K ﹤0.01%
750
241
$15.2K ﹤0.01%
896
242
$14.7K ﹤0.01%
549
243
$14.5K ﹤0.01%
10,557
244
$14.1K ﹤0.01%
150
245
$13.3K ﹤0.01%
427
-200
246
$13.1K ﹤0.01%
60
247
$12.9K ﹤0.01%
70
248
$12.8K ﹤0.01%
250
249
$12.3K ﹤0.01%
116
-460
250
$12.1K ﹤0.01%
59
8 9
10
11 12