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
$916M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$788K
3
+$787K
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$601K
5
UNH icon
UnitedHealth
UNH
+$581K

Top Sells

1
+$5.41M
2
+$4.82M
3
+$2.75M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.17M
5
IBM icon
IBM
IBM
+$1.81M

Sector Composition

1 Energy 20.31%
2 Industrials 17.47%
3 Financials 15.19%
4 Technology 13.97%
5 Healthcare 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$65.9K 0.01%
2,850
-200
252
$65.7K 0.01%
1,841
253
$65K 0.01%
2,500
-1,280
254
$63.9K 0.01%
3,000
255
$63.7K 0.01%
1,100
256
$62.9K 0.01%
2,500
257
$62.6K 0.01%
2,232
-10,008
258
$62.5K 0.01%
2,535
259
$62.1K 0.01%
2,500
260
$61.8K 0.01%
793
261
$60.4K 0.01%
2,200
262
$58.8K 0.01%
500
263
$57.9K 0.01%
2,000
264
$56.3K 0.01%
897
-69
265
$55K 0.01%
2,500
266
$55K 0.01%
1,033
-301
267
$54.2K 0.01%
2,500
268
$53.9K 0.01%
2,500
269
$53.5K 0.01%
4,559
270
$53.4K 0.01%
1,700
271
$53.4K 0.01%
1,228
272
$53K 0.01%
2,000
273
$51.7K 0.01%
1,272
274
$50.9K 0.01%
2,000
275
$50.8K 0.01%
2,500
9 10
11
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