ECM
Estabrook Capital Management Portfolio holdings
AUM
$650M
This Quarter Return
+2.97%
1 Year Return
+16.71%
3 Year Return
+64.58%
5 Year Return
+126.18%
10 Year Return
+247.95%
AUM
$650M
AUM Growth
+$650M
(+0.37%)
Cap. Flow
-$6.67M
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
43.7%
Holding
363
New
5
Increased
26
Reduced
101
Closed
13
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.26M |
| 2 |
GE Vernova
GEV
|
$1.67M |
| 3 |
Schlumberger
SLB
|
$1.37M |
| 4 |
Kinder Morgan
KMI
|
$586K |
| 5 |
Progyny
PGNY
|
$446K |
Top Sells
| 1 |
Corning
GLW
|
$2.06M |
| 2 |
Microsoft
MSFT
|
$1.25M |
| 3 |
Apple
AAPL
|
$862K |
| 4 |
Eaton
ETN
|
$851K |
| 5 |
Costco
COST
|
$664K |
Sector Composition
| 1 | Technology | 26.95% |
| 2 | Financials | 17.75% |
| 3 | Industrials | 12.76% |
| 4 | Healthcare | 12.67% |
| 5 | Consumer Staples | 8.77% |
