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
$982M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Sells

1 +$5.34M
2 +$4.59M
3 +$4.48M
4
DD icon
DuPont de Nemours
DD
+$2.4M
5
WMB icon
Williams Companies
WMB
+$2.01M

Sector Composition

1 Energy 18.83%
2 Industrials 17.76%
3 Financials 16.89%
4 Technology 14.06%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$47.6K ﹤0.01%
2,000
277
$47.4K ﹤0.01%
800
-114
278
$47.3K ﹤0.01%
2,000
279
$46.9K ﹤0.01%
2,000
280
$46.4K ﹤0.01%
2,945
281
$45.6K ﹤0.01%
900
282
$45.4K ﹤0.01%
2,000
283
$44.9K ﹤0.01%
4,500
284
$44K ﹤0.01%
785
285
$43.7K ﹤0.01%
+1,850
286
$43.6K ﹤0.01%
526
287
$43.4K ﹤0.01%
2,000
288
$43.1K ﹤0.01%
1,731
-1
289
$42.1K ﹤0.01%
2,000
290
$41.2K ﹤0.01%
1,000
291
$41.1K ﹤0.01%
800
292
$40.9K ﹤0.01%
1,350
-15,420
293
$40.5K ﹤0.01%
300
294
$39.6K ﹤0.01%
600
295
$39.5K ﹤0.01%
+2,000
296
$38.3K ﹤0.01%
1,400
297
$38.1K ﹤0.01%
1,272
298
$37.6K ﹤0.01%
1,500
299
$37K ﹤0.01%
250
300
$36.9K ﹤0.01%
+650