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
$675M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.31M
3
+$2.27M
4
WHR icon
Whirlpool
WHR
+$2.07M
5
MMM icon
3M
MMM
+$1.91M

Top Sells

1
+$5.55M
2
+$3.62M
3
+$3.03M
4
RTX icon
RTX Corp
RTX
+$2.98M
5
DD
Du Pont De Nemours E I
DD
+$2.26M

Sector Composition

1 Financials 17.66%
2 Industrials 16.39%
3 Technology 15.73%
4 Healthcare 13.73%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38.4K 0.01%
1,500
252
$38.1K 0.01%
1,450
253
$38.1K 0.01%
422
254
$37.6K 0.01%
1,000
255
$36.7K 0.01%
778
256
$36.5K 0.01%
1,592
257
$35.7K 0.01%
665
258
$35.6K 0.01%
1,400
259
$35.6K 0.01%
6,000
260
$35.1K 0.01%
2,636
261
$34.3K 0.01%
1,350
262
$34.1K 0.01%
1,242
263
$33.5K 0.01%
2,250
264
$33.2K ﹤0.01%
2,920
265
$32.9K ﹤0.01%
1,100
266
$32.8K ﹤0.01%
250
267
$32.6K ﹤0.01%
1,300
268
$32.3K ﹤0.01%
700
269
$32.1K ﹤0.01%
2,050
270
$31.9K ﹤0.01%
780
271
$31.8K ﹤0.01%
300
272
$30.8K ﹤0.01%
260
-60
273
$30.3K ﹤0.01%
625
274
$30.2K ﹤0.01%
+1,200
275
$30K ﹤0.01%
300
9 10
11
12 13