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
$582M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$144K
3
+$104K
4
NVDA icon
NVIDIA
NVDA
+$72.3K
5
IMPP icon
Imperial Petroleum
IMPP
+$59.1K

Top Sells

1
+$952K
2
+$926K
3
+$812K
4
MSFT icon
Microsoft
MSFT
+$766K
5
BA icon
Boeing
BA
+$460K

Sector Composition

1 Technology 22.84%
2 Financials 17.06%
3 Healthcare 15.79%
4 Industrials 13.71%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15.4K ﹤0.01%
896
252
$15.2K ﹤0.01%
1,500
253
$14.5K ﹤0.01%
549
254
$14.4K ﹤0.01%
1,805
255
$14.1K ﹤0.01%
750
256
$13.6K ﹤0.01%
70
257
$13.2K ﹤0.01%
250
258
$13.1K ﹤0.01%
345
259
$11.7K ﹤0.01%
1,350
260
$11.6K ﹤0.01%
48
+1
261
$11.4K ﹤0.01%
158
262
$11.2K ﹤0.01%
380
263
$11K ﹤0.01%
59
264
$9.85K ﹤0.01%
1,100
-1,200
265
$9.76K ﹤0.01%
+1,292
266
$9.74K ﹤0.01%
480
267
$9.59K ﹤0.01%
+479
268
$9.49K ﹤0.01%
100
269
$9.27K ﹤0.01%
925
270
$8.53K ﹤0.01%
600
271
$8.42K ﹤0.01%
500
272
$8.3K ﹤0.01%
204
273
$8.11K ﹤0.01%
83
-2
274
$7.62K ﹤0.01%
400
275
$7.38K ﹤0.01%
382
9 10
11
12 13