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
$526M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$864K
3
+$504K
4
NXPI icon
NXP Semiconductors
NXPI
+$411K
5
OTIS icon
Otis Worldwide
OTIS
+$370K

Top Sells

1
+$3.06M
2
+$2.24M
3
+$890K
4
AAPL icon
Apple
AAPL
+$859K
5
INTC icon
Intel
INTC
+$793K

Sector Composition

1 Technology 27.81%
2 Financials 16.01%
3 Healthcare 13.85%
4 Industrials 12.79%
5 Consumer Staples 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12.7K ﹤0.01%
500
252
$12.7K ﹤0.01%
975
253
$12.4K ﹤0.01%
168
254
$12.2K ﹤0.01%
240
255
$11.3K ﹤0.01%
1,000
256
$10.8K ﹤0.01%
266
257
$10.4K ﹤0.01%
406
258
$10.3K ﹤0.01%
275
259
$9.36K ﹤0.01%
300
-325
260
$9.21K ﹤0.01%
400
261
$9.06K ﹤0.01%
549
262
$8.96K ﹤0.01%
126
263
$8.56K ﹤0.01%
44
264
$7.96K ﹤0.01%
100
265
$7.94K ﹤0.01%
1,000
266
$7.27K ﹤0.01%
480
267
$6.88K ﹤0.01%
344
-200
268
$6.37K ﹤0.01%
274
269
$6.31K ﹤0.01%
198
270
$6.31K ﹤0.01%
345
271
$6.18K ﹤0.01%
1,115
272
$5.81K ﹤0.01%
70
273
$4.97K ﹤0.01%
423
274
$4.3K ﹤0.01%
784
-284
275
$3.78K ﹤0.01%
150
9 10
11
12 13