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
$675M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.31M
3
+$2.27M
4
WHR icon
Whirlpool
WHR
+$2.07M
5
MMM icon
3M
MMM
+$1.91M

Top Sells

1
+$5.55M
2
+$3.62M
3
+$3.03M
4
RTX icon
RTX Corp
RTX
+$2.98M
5
DD
Du Pont De Nemours E I
DD
+$2.26M

Sector Composition

1 Financials 17.66%
2 Industrials 16.39%
3 Technology 15.73%
4 Healthcare 13.73%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30K ﹤0.01%
+1,150
277
$29.4K ﹤0.01%
1,437
-151
278
$29.3K ﹤0.01%
630
279
$28.3K ﹤0.01%
605
280
$27.7K ﹤0.01%
1,045
281
$26.8K ﹤0.01%
1,050
282
$26.7K ﹤0.01%
1,000
283
$26.4K ﹤0.01%
672
-400
284
$25.9K ﹤0.01%
1,000
285
$25.8K ﹤0.01%
288
286
$25.6K ﹤0.01%
923
287
$24.5K ﹤0.01%
1,650
288
$23.3K ﹤0.01%
185
289
$23.3K ﹤0.01%
740
290
$22.9K ﹤0.01%
792
291
$22.4K ﹤0.01%
1,048
292
$22.1K ﹤0.01%
370
293
$22.1K ﹤0.01%
2,000
294
$21.6K ﹤0.01%
750
295
$21.3K ﹤0.01%
2,715
296
$20.7K ﹤0.01%
1,591
297
$20.6K ﹤0.01%
1,050
298
$20.5K ﹤0.01%
500
299
$20.4K ﹤0.01%
266
300
$20.2K ﹤0.01%
500
10 11
12
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