ECM

Estabrook Capital Management Portfolio holdings

AUM $650M
1-Year Est. Return 16.71%
This Quarter Est. Return
1 Year Est. Return
+16.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$671M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1 +$627K
2 +$361K
3 +$119K
4
F icon
Ford
F
+$92.9K
5
GE icon
GE Aerospace
GE
+$27K

Top Sells

1 +$3.83M
2 +$1.2M
3 +$532K
4
AAPL icon
Apple
AAPL
+$488K
5
PGNY icon
Progyny
PGNY
+$475K

Sector Composition

1 Technology 26.13%
2 Financials 18.33%
3 Industrials 13.24%
4 Healthcare 12.68%
5 Consumer Staples 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$10.3K ﹤0.01%
100
252
$9.76K ﹤0.01%
400
253
$9.63K ﹤0.01%
53
254
$9.62K ﹤0.01%
70
255
$9.5K ﹤0.01%
35
+23
256
$8.94K ﹤0.01%
10
257
$8.78K ﹤0.01%
509
258
$8.74K ﹤0.01%
1,059
-241
259
$8.47K ﹤0.01%
762
260
$8.28K ﹤0.01%
16
261
$7.99K ﹤0.01%
344
262
$7.42K ﹤0.01%
12
263
$7.31K ﹤0.01%
142
264
$7.17K ﹤0.01%
449
265
$7.01K ﹤0.01%
50
266
$6.95K ﹤0.01%
40
267
$6.63K ﹤0.01%
327
268
$6.59K ﹤0.01%
56
269
$6.43K ﹤0.01%
13
270
$6.19K ﹤0.01%
27
271
$6.16K ﹤0.01%
223
+8
272
$5.84K ﹤0.01%
15
+5
273
$5.82K ﹤0.01%
792
274
$5.72K ﹤0.01%
480
275
$5.58K ﹤0.01%
475
+6