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
$644M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.77M
3
+$1.27M
4
MDT icon
Medtronic
MDT
+$699K
5
SLB icon
SLB Ltd
SLB
+$473K

Top Sells

1
+$14.8M
2
+$2.69M
3
+$2.46M
4
F icon
Ford
F
+$1.12M
5
AAPL icon
Apple
AAPL
+$767K

Sector Composition

1 Financials 19.73%
2 Technology 16.77%
3 Industrials 16.02%
4 Healthcare 12.77%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26.6K ﹤0.01%
1,050
277
$25.9K ﹤0.01%
575
278
$25.5K ﹤0.01%
350
279
$25.5K ﹤0.01%
288
280
$25.4K ﹤0.01%
1,000
281
$25.1K ﹤0.01%
1,000
282
$25K ﹤0.01%
1,000
283
$24.9K ﹤0.01%
1,048
284
$24.7K ﹤0.01%
500
285
$24.4K ﹤0.01%
185
286
$24.4K ﹤0.01%
386
287
$24.4K ﹤0.01%
1,050
288
$22.8K ﹤0.01%
845
289
$22.4K ﹤0.01%
608
-900
290
$22.3K ﹤0.01%
750
291
$22.2K ﹤0.01%
875
-1,125
292
$21.4K ﹤0.01%
125
293
$21.2K ﹤0.01%
266
294
$20.8K ﹤0.01%
400
-49
295
$19.9K ﹤0.01%
370
296
$18.8K ﹤0.01%
4,100
+2,000
297
$18.7K ﹤0.01%
250
298
$17.3K ﹤0.01%
390
299
$17.2K ﹤0.01%
226
300
$17.2K ﹤0.01%
300
10 11
12
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