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
$808M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.67M
3
+$4.46M
4
AAPL icon
Apple
AAPL
+$2.68M
5
XOM icon
Exxon Mobil
XOM
+$2.65M

Top Sells

1
+$5.37M
2
+$4.46M
3
+$3.91M
4
GE icon
GE Aerospace
GE
+$3.21M
5
WFT
Weatherford International plc
WFT
+$3.08M

Sector Composition

1 Financials 19.31%
2 Industrials 16.51%
3 Technology 15.93%
4 Energy 12.46%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28.9K ﹤0.01%
780
277
$28.8K ﹤0.01%
923
278
$27.7K ﹤0.01%
1,211
279
$27.1K ﹤0.01%
1,691
-1,300
280
$26.9K ﹤0.01%
663
281
$26.3K ﹤0.01%
1,045
282
$26K ﹤0.01%
1,100
283
$26K ﹤0.01%
2,116
284
$25.9K ﹤0.01%
340
285
$25.5K ﹤0.01%
1,000
286
$25.4K ﹤0.01%
1,000
287
$25.1K ﹤0.01%
750
288
$24.8K ﹤0.01%
477
-369
289
$24.6K ﹤0.01%
500
290
$24.5K ﹤0.01%
266
291
$24.3K ﹤0.01%
1,500
-800
292
$23.4K ﹤0.01%
500
293
$23K ﹤0.01%
2,269
294
$22.4K ﹤0.01%
+449
295
$22.2K ﹤0.01%
382
296
$22K ﹤0.01%
+1,000
297
$21.9K ﹤0.01%
1,000
-1,000
298
$21.8K ﹤0.01%
1,048
299
$21K ﹤0.01%
288
300
$20.9K ﹤0.01%
69
10 11
12
13 14