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
$668M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$2.3M
3
+$2.05M
4
CVX icon
Chevron
CVX
+$1.71M
5
WHR icon
Whirlpool
WHR
+$1.7M

Top Sells

1
+$8.94M
2
+$3.29M
3
+$1.61M
4
C icon
Citigroup
C
+$1.61M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Sector Composition

1 Financials 17.43%
2 Industrials 16.42%
3 Technology 14.97%
4 Healthcare 14.84%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45.7K 0.01%
300
-100
252
$45.4K 0.01%
300
253
$45K 0.01%
1,242
254
$43.1K 0.01%
1,000
255
$40.2K 0.01%
4,500
256
$38.4K 0.01%
1,500
257
$38.2K 0.01%
1,500
258
$38.1K 0.01%
260
259
$38K 0.01%
1,000
260
$37.8K 0.01%
778
261
$37.8K 0.01%
1,450
262
$37.4K 0.01%
6,000
263
$36.8K 0.01%
1,592
264
$36.7K 0.01%
1,100
265
$35.7K 0.01%
422
266
$34.8K 0.01%
780
267
$34.8K 0.01%
250
268
$34.7K 0.01%
516
-516
269
$34.5K 0.01%
2,636
270
$34.3K 0.01%
1,350
271
$34K 0.01%
2,050
272
$33.9K 0.01%
1,300
273
$33.2K 0.01%
2,720
-200
274
$32.9K ﹤0.01%
+2,021
275
$32.8K ﹤0.01%
665
9 10
11
12 13