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
$638M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.24M
3
+$1.23M
4
TXN icon
Texas Instruments
TXN
+$763K
5
IBM icon
IBM
IBM
+$639K

Top Sells

1
+$2.71M
2
+$2.46M
3
+$2.01M
4
JPM icon
JPMorgan Chase
JPM
+$1.54M
5
CSCO icon
Cisco
CSCO
+$1.39M

Sector Composition

1 Financials 19.82%
2 Technology 19.36%
3 Industrials 14.63%
4 Healthcare 12.1%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$30.1K ﹤0.01%
1,150
252
$29.3K ﹤0.01%
2,021
253
$28K ﹤0.01%
10
254
$27.7K ﹤0.01%
625
255
$27.7K ﹤0.01%
2,200
-500
256
$27.5K ﹤0.01%
442
-775
257
$27.4K ﹤0.01%
600
258
$26.8K ﹤0.01%
300
259
$26.5K ﹤0.01%
575
260
$26.2K ﹤0.01%
1,650
261
$26.2K ﹤0.01%
1,200
-102
262
$26.1K ﹤0.01%
1,840
263
$25.1K ﹤0.01%
350
264
$25.1K ﹤0.01%
750
265
$24.8K ﹤0.01%
1,048
266
$24.8K ﹤0.01%
200
267
$24.8K ﹤0.01%
608
268
$24.6K ﹤0.01%
185
269
$24.6K ﹤0.01%
1,000
270
$24.3K ﹤0.01%
838
-2
271
$24.2K ﹤0.01%
1,100
272
$23.2K ﹤0.01%
366
273
$23.1K ﹤0.01%
1,000
274
$22.7K ﹤0.01%
1,336
275
$22.6K ﹤0.01%
266
9 10
11
12 13