ECM

Estabrook Capital Management Portfolio holdings

AUM $681M
1-Year Est. Return 21.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$753K
3
+$711K
4
PFE icon
Pfizer
PFE
+$411K
5
T icon
AT&T
T
+$370K

Top Sells

1
+$2.05M
2
+$1.69M
3
+$1.32M
4
AAPL icon
Apple
AAPL
+$1.31M
5
JPM icon
JPMorgan Chase
JPM
+$959K

Sector Composition

1 Technology 27.17%
2 Financials 21.12%
3 Industrials 13.71%
4 Healthcare 9.38%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.1K ﹤0.01%
143
227
$12.9K ﹤0.01%
2,050
228
$12.8K ﹤0.01%
322
+4
229
$12.7K ﹤0.01%
70
230
$12.1K ﹤0.01%
115
231
$12K ﹤0.01%
26
232
$11.5K ﹤0.01%
630
233
$10.8K ﹤0.01%
267
+3
234
$10.7K ﹤0.01%
206
+2
235
$10.4K ﹤0.01%
100
236
$10.3K ﹤0.01%
50
237
$10K ﹤0.01%
48
238
$9.67K ﹤0.01%
652
239
$9.53K ﹤0.01%
13
240
$9.5K ﹤0.01%
40
241
$9.49K ﹤0.01%
70
242
$9.26K ﹤0.01%
+158
243
$9.06K ﹤0.01%
40
244
$8.66K ﹤0.01%
400
245
$8.39K ﹤0.01%
549
246
$8.34K ﹤0.01%
249
247
$8.21K ﹤0.01%
27
248
$8.19K ﹤0.01%
345
249
$7.9K ﹤0.01%
80
250
$7.28K ﹤0.01%
344
8 9
10
11 12