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
$661M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$738K
3
+$497K
4
SLB icon
SLB Ltd
SLB
+$325K
5
WMB icon
Williams Companies
WMB
+$318K

Top Sells

1
+$2.45M
2
+$1.81M
3
+$1.46M
4
HAL icon
Halliburton
HAL
+$1.45M
5
PFE icon
Pfizer
PFE
+$1.14M

Sector Composition

1 Technology 20.54%
2 Financials 18.43%
3 Industrials 14.31%
4 Healthcare 12.9%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14.2K ﹤0.01%
200
+100
277
$14K ﹤0.01%
77
278
$13.9K ﹤0.01%
2,500
279
$13.8K ﹤0.01%
480
280
$12.8K ﹤0.01%
500
281
$12.3K ﹤0.01%
544
282
$12.2K ﹤0.01%
+150
283
$11.8K ﹤0.01%
500
-600
284
$11.8K ﹤0.01%
+195
285
$11.7K ﹤0.01%
400
286
$11.1K ﹤0.01%
400
287
$11K ﹤0.01%
440
288
$10.9K ﹤0.01%
198
-166
289
$10.7K ﹤0.01%
2,000
290
$10.3K ﹤0.01%
402
291
$10.1K ﹤0.01%
400
292
$9.89K ﹤0.01%
60
293
$9.8K ﹤0.01%
400
-200
294
$8.55K ﹤0.01%
500
295
$8.21K ﹤0.01%
127
296
$7.48K ﹤0.01%
300
297
$6.92K ﹤0.01%
130
298
$6.73K ﹤0.01%
+170
299
$6.43K ﹤0.01%
126
300
$5.45K ﹤0.01%
40
10 11
12
13 14