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
$600M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$208K
3
+$113K
4
VZ icon
Verizon
VZ
+$113K
5
SCHW icon
Charles Schwab
SCHW
+$85K

Top Sells

1
+$1.71M
2
+$1.45M
3
+$650K
4
C icon
Citigroup
C
+$469K
5
LLY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12.1K ﹤0.01%
345
252
$12K ﹤0.01%
26
253
$11.8K ﹤0.01%
48
254
$11.6K ﹤0.01%
468
-11
255
$11.3K ﹤0.01%
480
256
$10.5K ﹤0.01%
1,850
257
$9.88K ﹤0.01%
744
-170
258
$8.63K ﹤0.01%
382
259
$8.62K ﹤0.01%
600
260
$8.42K ﹤0.01%
100
261
$8.12K ﹤0.01%
400
262
$8.09K ﹤0.01%
47
263
$8.03K ﹤0.01%
925
264
$8.01K ﹤0.01%
95
265
$7.86K ﹤0.01%
127
266
$7.82K ﹤0.01%
16
267
$7.8K ﹤0.01%
1,719
-53,467
268
$7.63K ﹤0.01%
135
269
$7.17K ﹤0.01%
40
270
$7.13K ﹤0.01%
509
271
$6.98K ﹤0.01%
344
272
$6.46K ﹤0.01%
45
273
$6.13K ﹤0.01%
327
274
$5.99K ﹤0.01%
55
275
$5.99K ﹤0.01%
500
9 10
11
12 13