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
$583M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$1.35M
3
+$1.2M
4
WBD icon
Warner Bros
WBD
+$992K
5
AME icon
Ametek
AME
+$467K

Top Sells

1
+$2.89M
2
+$1.49M
3
+$1.29M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$591K
5
MSFT icon
Microsoft
MSFT
+$440K

Sector Composition

1 Technology 24.93%
2 Financials 15.97%
3 Healthcare 15.68%
4 Industrials 12.66%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.1K ﹤0.01%
47
+3
277
$9.07K ﹤0.01%
127
278
$8.8K ﹤0.01%
925
279
$8.76K ﹤0.01%
+268
280
$8.64K ﹤0.01%
3,000
281
$8.53K ﹤0.01%
600
282
$8.48K ﹤0.01%
135
283
$8.44K ﹤0.01%
73
284
$8.1K ﹤0.01%
400
285
$8.08K ﹤0.01%
47
286
$8.03K ﹤0.01%
509
287
$7.88K ﹤0.01%
500
288
$7.55K ﹤0.01%
198
289
$7.4K ﹤0.01%
95
290
$7.3K ﹤0.01%
40
291
$7.22K ﹤0.01%
26
292
$7.01K ﹤0.01%
45
293
$6.93K ﹤0.01%
400
294
$6.82K ﹤0.01%
327
295
$6.74K ﹤0.01%
230
-1,000
296
$6.64K ﹤0.01%
380
297
$6.62K ﹤0.01%
100
298
$6.58K ﹤0.01%
411
-30
299
$6.39K ﹤0.01%
344
300
$6.37K ﹤0.01%
403
10 11
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