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
$611M
AUM Growth
+$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$3.74M
3
+$697K
4
IRM icon
Iron Mountain
IRM
+$670K
5
C icon
Citigroup
C
+$425K

Top Sells

1
+$4.75M
2
+$2.79M
3
+$2.35M
4
COST icon
Costco
COST
+$1M
5
INTC icon
Intel
INTC
+$550K

Sector Composition

1 Technology 21.12%
2 Financials 18.88%
3 Industrials 13.92%
4 Healthcare 12.92%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.48K ﹤0.01%
127
277
$7.74K ﹤0.01%
126
278
$7.51K ﹤0.01%
40
279
$6.41K ﹤0.01%
274
-128
280
$6.15K ﹤0.01%
198
281
$5.75K ﹤0.01%
500
282
$5.2K ﹤0.01%
44
283
$5.13K ﹤0.01%
+183
284
$5.07K ﹤0.01%
200
285
$4.18K ﹤0.01%
26
286
$3.88K ﹤0.01%
50
287
$3.87K ﹤0.01%
78
-400
288
$3.78K ﹤0.01%
150
289
$2.23K ﹤0.01%
90
290
$2.05K ﹤0.01%
80
291
$1.54K ﹤0.01%
38
292
$1.5K ﹤0.01%
70
293
$1.33K ﹤0.01%
116
294
$1.17K ﹤0.01%
40
295
$1.14K ﹤0.01%
120
296
$994 ﹤0.01%
40
297
$767 ﹤0.01%
80
298
$620 ﹤0.01%
30
299
$478 ﹤0.01%
7
300
$373 ﹤0.01%
213
-210
9 10 11
12
13