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
$680M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$535K
3
+$471K
4
MDT icon
Medtronic
MDT
+$377K
5
QCOM icon
Qualcomm
QCOM
+$372K

Top Sells

1
+$1.5M
2
+$1.44M
3
+$1.38M
4
UNP icon
Union Pacific
UNP
+$572K
5
CB icon
Chubb
CB
+$527K

Sector Composition

1 Technology 26.09%
2 Financials 16.43%
3 Healthcare 14.01%
4 Industrials 13.39%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19.8K ﹤0.01%
1,850
252
$19.5K ﹤0.01%
381
253
$19.3K ﹤0.01%
600
254
$18.6K ﹤0.01%
205
255
$18.6K ﹤0.01%
266
256
$18K ﹤0.01%
69
257
$17.9K ﹤0.01%
549
258
$17.8K ﹤0.01%
175
259
$17.4K ﹤0.01%
232
260
$17.4K ﹤0.01%
+750
261
$16.6K ﹤0.01%
1,200
262
$16.1K ﹤0.01%
44
263
$14.2K ﹤0.01%
380
264
$13.1K ﹤0.01%
250
265
$12.6K ﹤0.01%
59
266
$12.5K ﹤0.01%
107
-30
267
$12.1K ﹤0.01%
925
268
$11.4K ﹤0.01%
127
269
$11.4K ﹤0.01%
295
270
$10.2K ﹤0.01%
480
271
$10.1K ﹤0.01%
116
272
$10.1K ﹤0.01%
+441
273
$9.98K ﹤0.01%
100
274
$9.89K ﹤0.01%
600
275
$9.88K ﹤0.01%
73
9 10
11
12 13