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
$668M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$2.3M
3
+$2.05M
4
CVX icon
Chevron
CVX
+$1.71M
5
WHR icon
Whirlpool
WHR
+$1.7M

Top Sells

1
+$8.94M
2
+$3.29M
3
+$1.61M
4
C icon
Citigroup
C
+$1.61M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Sector Composition

1 Financials 17.43%
2 Industrials 16.42%
3 Technology 14.97%
4 Healthcare 14.84%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31.9K ﹤0.01%
625
277
$31.9K ﹤0.01%
1,200
278
$31.1K ﹤0.01%
700
279
$30.9K ﹤0.01%
1,150
280
$30.7K ﹤0.01%
605
281
$30.6K ﹤0.01%
300
282
$30.3K ﹤0.01%
+1,045
283
$29.6K ﹤0.01%
300
284
$28.7K ﹤0.01%
2,120
-114
285
$28.3K ﹤0.01%
1,000
286
$27.8K ﹤0.01%
288
287
$27.6K ﹤0.01%
497
-133
288
$27.2K ﹤0.01%
1,050
289
$27.1K ﹤0.01%
600
-72
290
$26.4K ﹤0.01%
1,000
291
$26.1K ﹤0.01%
1,000
292
$25.6K ﹤0.01%
185
293
$23.9K ﹤0.01%
553
294
$23.4K ﹤0.01%
1,650
295
$23.1K ﹤0.01%
2,715
296
$22.1K ﹤0.01%
477
297
$22.1K ﹤0.01%
1,048
298
$21.8K ﹤0.01%
482
-18
299
$21.7K ﹤0.01%
747
-176
300
$21.6K ﹤0.01%
1,050
10 11
12
13 14