ECM

Estabrook Capital Management Portfolio holdings

AUM $681M
1-Year Est. Return 21.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$753K
3
+$711K
4
PFE icon
Pfizer
PFE
+$411K
5
T icon
AT&T
T
+$370K

Top Sells

1
+$2.05M
2
+$1.69M
3
+$1.32M
4
AAPL icon
Apple
AAPL
+$1.31M
5
JPM icon
JPMorgan Chase
JPM
+$959K

Sector Composition

1 Technology 27.17%
2 Financials 21.12%
3 Industrials 13.71%
4 Healthcare 9.38%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.11K ﹤0.01%
56
252
$6.53K ﹤0.01%
70
253
$6.49K ﹤0.01%
16
+2
254
$6.3K ﹤0.01%
200
255
$6.22K ﹤0.01%
501
+8
256
$5.12K ﹤0.01%
40
257
$5.02K ﹤0.01%
250
258
$5.02K ﹤0.01%
202
-125
259
$4.85K ﹤0.01%
64
260
$4.34K ﹤0.01%
349
261
$4.31K ﹤0.01%
16
262
$4.2K ﹤0.01%
100
-239
263
$4.16K ﹤0.01%
480
264
$4.11K ﹤0.01%
40
265
$4.04K ﹤0.01%
40
266
$3.59K ﹤0.01%
100
267
$3.52K ﹤0.01%
200
268
$3.04K ﹤0.01%
80
269
$2.68K ﹤0.01%
30
270
$2.54K ﹤0.01%
23
271
$1.94K ﹤0.01%
181
+6
272
$1.93K ﹤0.01%
235
273
$1.93K ﹤0.01%
168
-113
274
$1.69K ﹤0.01%
23
-513
275
$1.58K ﹤0.01%
25
9 10
11
12 13