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
$945M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1 +$36.5M
2 +$32M
3 +$31M
4
MSFT icon
Microsoft
MSFT
+$30M
5
HON icon
Honeywell
HON
+$27.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 20.03%
2 Industrials 16.93%
3 Financials 15.39%
4 Technology 14.15%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$50K 0.01%
+2,000
277
$49.8K 0.01%
+2,000
278
$49.7K 0.01%
+2,000
279
$49.6K 0.01%
+800
280
$49.3K 0.01%
+2,000
281
$48.8K 0.01%
+2,000
282
$48.5K 0.01%
+1,700
283
$47.4K 0.01%
+849
284
$46.5K ﹤0.01%
+2,000
285
$46K ﹤0.01%
+1,228
286
$45.7K ﹤0.01%
+1,000
287
$44.2K ﹤0.01%
+2,945
288
$44K ﹤0.01%
+3,000
289
$43.6K ﹤0.01%
+1,732
290
$43.1K ﹤0.01%
+2,006
291
$42.6K ﹤0.01%
+500
292
$42.3K ﹤0.01%
+4,559
293
$41.7K ﹤0.01%
+2,600
294
$41.1K ﹤0.01%
+900
295
$40.3K ﹤0.01%
+900
296
$39.3K ﹤0.01%
+800
297
$39.2K ﹤0.01%
+764
298
$37.3K ﹤0.01%
+1,500
299
$37.3K ﹤0.01%
+440
300
$37.2K ﹤0.01%
+439