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
$644M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.77M
3
+$1.27M
4
MDT icon
Medtronic
MDT
+$699K
5
SLB icon
SLB Ltd
SLB
+$473K

Top Sells

1
+$14.8M
2
+$2.69M
3
+$2.46M
4
F icon
Ford
F
+$1.12M
5
AAPL icon
Apple
AAPL
+$767K

Sector Composition

1 Financials 19.73%
2 Technology 16.77%
3 Industrials 16.02%
4 Healthcare 12.77%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38.1K 0.01%
1,300
252
$36.4K 0.01%
2,050
253
$35.8K 0.01%
300
254
$34.7K 0.01%
2,633
-1
255
$33.5K 0.01%
+1,302
256
$33.1K 0.01%
1,592
257
$32.9K 0.01%
2,159
258
$32.6K 0.01%
605
259
$32.4K 0.01%
1,200
260
$32K 0.01%
1,840
261
$31.2K ﹤0.01%
1,150
262
$31.1K ﹤0.01%
747
263
$31.1K ﹤0.01%
2,021
264
$30.4K ﹤0.01%
290
+90
265
$30K ﹤0.01%
+250
266
$29.9K ﹤0.01%
740
267
$29.8K ﹤0.01%
625
268
$29K ﹤0.01%
1,100
269
$28.7K ﹤0.01%
1,100
270
$28.6K ﹤0.01%
10
271
$28K ﹤0.01%
665
272
$27K ﹤0.01%
1,650
273
$26.9K ﹤0.01%
600
274
$26.9K ﹤0.01%
4,500
+2,000
275
$26.6K ﹤0.01%
2,269
9 10
11
12 13