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
$982M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Sells

1 +$5.34M
2 +$4.59M
3 +$4.48M
4
DD icon
DuPont de Nemours
DD
+$2.4M
5
WMB icon
Williams Companies
WMB
+$2.01M

Sector Composition

1 Energy 18.83%
2 Industrials 17.76%
3 Financials 16.89%
4 Technology 14.06%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$62.7K 0.01%
2,700
252
$62.7K 0.01%
500
253
$62.5K 0.01%
1,000
254
$61.6K 0.01%
4,559
255
$61K 0.01%
2,200
256
$60.9K 0.01%
1,228
257
$59.9K 0.01%
2,500
258
$58.9K 0.01%
900
259
$57.8K 0.01%
2,500
260
$56.8K 0.01%
1,600
-450
261
$56.1K 0.01%
2,500
262
$56.1K 0.01%
300
-100
263
$55.9K 0.01%
1,680
264
$55K 0.01%
2,500
265
$54.2K 0.01%
946
266
$54.1K 0.01%
764
267
$53.2K 0.01%
2,000
268
$53.1K 0.01%
2,000
269
$52.1K 0.01%
1,507
270
$51.3K 0.01%
550
271
$50.7K 0.01%
1,950
272
$50.3K 0.01%
+2,200
273
$50.2K 0.01%
2,000
274
$49.2K 0.01%
2,412
275
$48.2K ﹤0.01%
904