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
$661M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$738K
3
+$497K
4
SLB icon
SLB Ltd
SLB
+$325K
5
WMB icon
Williams Companies
WMB
+$318K

Top Sells

1
+$2.45M
2
+$1.81M
3
+$1.46M
4
HAL icon
Halliburton
HAL
+$1.45M
5
PFE icon
Pfizer
PFE
+$1.14M

Sector Composition

1 Technology 20.54%
2 Financials 18.43%
3 Industrials 14.31%
4 Healthcare 12.9%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24.4K ﹤0.01%
1,000
252
$24.1K ﹤0.01%
160
-1,000
253
$24.1K ﹤0.01%
1,048
254
$23.8K ﹤0.01%
1,065
255
$23.7K ﹤0.01%
600
256
$23.4K ﹤0.01%
350
257
$22.8K ﹤0.01%
150
258
$22.3K ﹤0.01%
478
259
$22.1K ﹤0.01%
875
260
$22K ﹤0.01%
845
261
$21.7K ﹤0.01%
226
262
$21.4K ﹤0.01%
350
263
$21K ﹤0.01%
370
264
$20.8K ﹤0.01%
3,035
265
$20.5K ﹤0.01%
200
266
$20.2K ﹤0.01%
500
267
$20K ﹤0.01%
200
268
$19.6K ﹤0.01%
1,780
269
$19.4K ﹤0.01%
300
270
$18.9K ﹤0.01%
40
271
$17.5K ﹤0.01%
190
272
$16.8K ﹤0.01%
266
273
$15.9K ﹤0.01%
250
-1,450
274
$15.2K ﹤0.01%
500
-700
275
$15.1K ﹤0.01%
436
-700
9 10
11
12 13