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
$583M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1 +$8.8M
2 +$1.35M
3 +$1.2M
4
WBD icon
Warner Bros
WBD
+$992K
5
AME icon
Ametek
AME
+$467K

Top Sells

1 +$2.89M
2 +$1.49M
3 +$1.29M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$591K
5
MSFT icon
Microsoft
MSFT
+$440K

Sector Composition

1 Technology 24.93%
2 Financials 15.97%
3 Healthcare 15.68%
4 Industrials 12.66%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$19.4K ﹤0.01%
69
252
$18.6K ﹤0.01%
10,000
253
$18.6K ﹤0.01%
175
254
$18.5K ﹤0.01%
310
255
$18.1K ﹤0.01%
+441
256
$17.7K ﹤0.01%
1,850
257
$17.7K ﹤0.01%
1,350
258
$17.5K ﹤0.01%
200
259
$17.5K ﹤0.01%
360
260
$17.1K ﹤0.01%
208
261
$16.9K ﹤0.01%
353
262
$16.6K ﹤0.01%
549
263
$16.4K ﹤0.01%
600
264
$16.1K ﹤0.01%
785
265
$15.8K ﹤0.01%
896
266
$15.7K ﹤0.01%
205
267
$15.5K ﹤0.01%
266
268
$15.5K ﹤0.01%
750
269
$14K ﹤0.01%
44
270
$12.7K ﹤0.01%
381
271
$11.6K ﹤0.01%
250
272
$11.6K ﹤0.01%
107
273
$10.3K ﹤0.01%
480
274
$10.1K ﹤0.01%
59
275
$9.59K ﹤0.01%
100