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
$638M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$3.29M
2 +$1.24M
3 +$1.23M
4
TXN icon
Texas Instruments
TXN
+$763K
5
IBM icon
IBM
IBM
+$639K

Top Sells

1 +$2.71M
2 +$2.46M
3 +$2.01M
4
JPM icon
JPMorgan Chase
JPM
+$1.54M
5
CSCO icon
Cisco
CSCO
+$1.39M

Sector Composition

1 Financials 19.82%
2 Technology 19.36%
3 Industrials 14.63%
4 Healthcare 12.1%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$22.3K ﹤0.01%
845
277
$21.9K ﹤0.01%
478
+78
278
$21.7K ﹤0.01%
1,100
279
$21.7K ﹤0.01%
875
280
$21.4K ﹤0.01%
370
281
$20.7K ﹤0.01%
500
282
$20.2K ﹤0.01%
250
283
$19.6K ﹤0.01%
150
284
$19.6K ﹤0.01%
226
285
$17.2K ﹤0.01%
480
286
$17.1K ﹤0.01%
350
287
$16.4K ﹤0.01%
190
288
$16.2K ﹤0.01%
300
289
$15.6K ﹤0.01%
200
290
$15.5K ﹤0.01%
+325
291
$15.4K ﹤0.01%
500
292
$14.5K ﹤0.01%
200
293
$14.3K ﹤0.01%
600
294
$13.7K ﹤0.01%
2,500
295
$12.9K ﹤0.01%
500
296
$12.5K ﹤0.01%
544
297
$11.5K ﹤0.01%
77
298
$11.3K ﹤0.01%
400
299
$11.2K ﹤0.01%
188
300
$11.2K ﹤0.01%
2,000