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ECM

Estabrook Capital Management Portfolio holdings

AUM $685M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$686M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$807K
3
+$90.1K
4
F.PRC icon
Ford Motor Co 6.000% Notes due Dec 1 2059
F.PRC
+$65.9K
5
SCHW.PRD
Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
+$62.9K

Top Sells

1
+$1.4M
2
+$690K
3
+$507K
4
DOW icon
Dow Inc
DOW
+$432K
5
AAPL icon
Apple
AAPL
+$413K

Sector Composition

1 Technology 27.8%
2 Financials 21.2%
3 Industrials 13.37%
4 Healthcare 9.53%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.2K ﹤0.01%
80
+40
227
$13.6K ﹤0.01%
2,050
228
$13.5K ﹤0.01%
92
229
$13.1K ﹤0.01%
31
-12
230
$13K ﹤0.01%
26
231
$12.8K ﹤0.01%
79
-85
232
$12.6K ﹤0.01%
115
233
$12.3K ﹤0.01%
330
234
$11.9K ﹤0.01%
271
+4
235
$11.3K ﹤0.01%
100
236
$11.2K ﹤0.01%
40
237
$11.1K ﹤0.01%
70
238
$10.7K ﹤0.01%
322
-300
239
$10.6K ﹤0.01%
241
-8
240
$10.4K ﹤0.01%
158
241
$10.1K ﹤0.01%
207
+1
242
$10K ﹤0.01%
13
243
$9.94K ﹤0.01%
652
244
$9.62K ﹤0.01%
48
245
$9.2K ﹤0.01%
50
246
$8.55K ﹤0.01%
70
247
$8.4K ﹤0.01%
400
248
$8.04K ﹤0.01%
65
-15
249
$7.48K ﹤0.01%
549
250
$7.47K ﹤0.01%
56
8 9
10
11 12