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
$680M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$535K
3
+$471K
4
MDT icon
Medtronic
MDT
+$377K
5
QCOM icon
Qualcomm
QCOM
+$372K

Top Sells

1
+$1.5M
2
+$1.44M
3
+$1.38M
4
UNP icon
Union Pacific
UNP
+$572K
5
CB icon
Chubb
CB
+$527K

Sector Composition

1 Technology 26.09%
2 Financials 16.43%
3 Healthcare 14.01%
4 Industrials 13.39%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.51K ﹤0.01%
3,000
277
$9.49K ﹤0.01%
135
278
$9.14K ﹤0.01%
509
279
$9.03K ﹤0.01%
44
+16
280
$8.93K ﹤0.01%
650
281
$8.86K ﹤0.01%
47
282
$8.77K ﹤0.01%
26
+8
283
$8.66K ﹤0.01%
403
284
$8.65K ﹤0.01%
400
285
$8.61K ﹤0.01%
400
286
$8.58K ﹤0.01%
40
287
$8.34K ﹤0.01%
100
288
$7.97K ﹤0.01%
327
289
$7.8K ﹤0.01%
198
290
$7.74K ﹤0.01%
500
291
$7.61K ﹤0.01%
95
+20
292
$7.42K ﹤0.01%
344
293
$7.29K ﹤0.01%
16
294
$7.21K ﹤0.01%
45
295
$7.17K ﹤0.01%
+198
296
$6.97K ﹤0.01%
10,000
297
$6.81K ﹤0.01%
980
298
$6.14K ﹤0.01%
250
299
$5.91K ﹤0.01%
10
300
$5.77K ﹤0.01%
+60
10 11
12
13 14