ECM

Estabrook Capital Management Portfolio holdings

AUM $650M
1-Year Est. Return 16.71%
This Quarter Est. Return
1 Year Est. Return
+16.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$603M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$1.15M
3 +$1.14M
4
TGT icon
Target
TGT
+$971K
5
IBM icon
IBM
IBM
+$931K

Top Sells

1 +$739K
2 +$716K
3 +$580K
4
PNC icon
PNC Financial Services
PNC
+$475K
5
MSFT icon
Microsoft
MSFT
+$450K

Sector Composition

1 Technology 21.24%
2 Financials 17.65%
3 Industrials 14.35%
4 Healthcare 13.23%
5 Energy 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$22.1K ﹤0.01%
3,035
252
$21.7K ﹤0.01%
130
253
$21.5K ﹤0.01%
150
254
$20.6K ﹤0.01%
1,048
255
$20.3K ﹤0.01%
478
256
$20.3K ﹤0.01%
350
257
$19.2K ﹤0.01%
2,632
258
$19.2K ﹤0.01%
900
259
$18K ﹤0.01%
1,500
260
$16.8K ﹤0.01%
200
261
$16.3K ﹤0.01%
200
262
$16.3K ﹤0.01%
480
263
$16.2K ﹤0.01%
300
+288
264
$16.1K ﹤0.01%
563
-237
265
$15.6K ﹤0.01%
266
266
$15.1K ﹤0.01%
190
267
$14.3K ﹤0.01%
2,500
268
$13.2K ﹤0.01%
+500
269
$12.9K ﹤0.01%
500
270
$12.7K ﹤0.01%
400
271
$12.5K ﹤0.01%
+350
272
$10.3K ﹤0.01%
544
273
$10K ﹤0.01%
1,000
274
$9.05K ﹤0.01%
400
275
$8.57K ﹤0.01%
127