ECM
Estabrook Capital Management Portfolio holdings
AUM
$650M
1-Year Return
16.71%
This Quarter Return
+6.31%
1 Year Return
+16.71%
3 Year Return
+64.58%
5 Year Return
+126.18%
10 Year Return
+247.95%
AUM
$600M
AUM Growth
+$23.6M
(+4.1%)
Cap. Flow
-$8.44M
Cap. Flow
% of AUM
-1.41%
Top 10 Holdings %
Top 10 Hldgs %
42.2%
Holding
402
New
2
Increased
23
Reduced
99
Closed
15
Top Buys
| 1 |
AT&T
T
|
$484K |
| 2 |
Navigator Holdings
NVGS
|
$208K |
| 3 |
Eaton
ETN
|
$113K |
| 4 |
Verizon
VZ
|
$113K |
| 5 |
Charles Schwab
SCHW
|
$85K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.71M |
| 2 |
Apple
AAPL
|
$1.45M |
| 3 |
Viatris
VTRS
|
$650K |
| 4 |
Citigroup
C
|
$469K |
| 5 |
Eli Lilly
LLY
|
$378K |
Sector Composition
| 1 | Technology | 27.04% |
| 2 | Financials | 15.8% |
| 3 | Healthcare | 13.99% |
| 4 | Industrials | 13.35% |
| 5 | Energy | 8.23% |
