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
$808M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.67M
3
+$4.46M
4
AAPL icon
Apple
AAPL
+$2.68M
5
XOM icon
Exxon Mobil
XOM
+$2.65M

Top Sells

1
+$5.37M
2
+$4.46M
3
+$3.91M
4
GE icon
GE Aerospace
GE
+$3.21M
5
WFT
Weatherford International plc
WFT
+$3.08M

Sector Composition

1 Financials 19.31%
2 Industrials 16.51%
3 Technology 15.93%
4 Energy 12.46%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$42K 0.01%
2,920
252
$41.6K 0.01%
300
253
$40.4K 0.01%
763
254
$39.9K ﹤0.01%
1,000
255
$38.2K ﹤0.01%
1,500
256
$37.9K ﹤0.01%
1,000
257
$37.7K ﹤0.01%
1,000
258
$37.6K ﹤0.01%
1,450
259
$37K ﹤0.01%
1,400
260
$36.6K ﹤0.01%
1,091
-25
261
$35.7K ﹤0.01%
315
+50
262
$35K ﹤0.01%
921
-920
263
$34.7K ﹤0.01%
300
-98
264
$34.2K ﹤0.01%
778
265
$34.1K ﹤0.01%
1,350
266
$34K ﹤0.01%
630
267
$33.1K ﹤0.01%
625
268
$31.2K ﹤0.01%
422
269
$30.7K ﹤0.01%
1,592
270
$30.6K ﹤0.01%
2,000
271
$30.5K ﹤0.01%
300
272
$30.3K ﹤0.01%
825
-750
273
$29.8K ﹤0.01%
900
274
$29.2K ﹤0.01%
633
-18
275
$29.1K ﹤0.01%
700
9 10
11
12 13