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ECM

Estabrook Capital Management Portfolio holdings

AUM $685M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$877K
3
+$800K
4
GE icon
GE Aerospace
GE
+$238K
5
SLB icon
SLB Ltd
SLB
+$96.5K

Top Sells

1
+$3.47M
2
+$2.22M
3
+$1.28M
4
JPM icon
JPMorgan Chase
JPM
+$1.25M
5
AAPL icon
Apple
AAPL
+$1.09M

Sector Composition

1 Technology 25.49%
2 Financials 19.03%
3 Healthcare 13.75%
4 Industrials 13.54%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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277
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278
– –
-1,000
279
$0 ﹤0.01%
14
280
$0 ﹤0.01%
242
281
$0 ﹤0.01%
291
282
– –
-550
283
– –
-1,500
284
– –
-2,100
285
– –
-140
286
– –
-1,500
287
– –
-976
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