ECM

Estabrook Capital Management Portfolio holdings

AUM $650M
1-Year Est. Return 16.71%
This Quarter Est. Return
1 Year Est. Return
+16.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1 +$168K
2 +$144K
3 +$104K
4
NVDA icon
NVIDIA
NVDA
+$72.3K
5
IMPP icon
Imperial Petroleum
IMPP
+$59.1K

Top Sells

1 +$952K
2 +$926K
3 +$812K
4
MSFT icon
Microsoft
MSFT
+$766K
5
BA icon
Boeing
BA
+$460K

Sector Composition

1 Technology 22.84%
2 Financials 17.06%
3 Healthcare 15.79%
4 Industrials 13.71%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7.34K ﹤0.01%
509
277
$7.27K ﹤0.01%
95
278
$7.27K ﹤0.01%
403
279
$6.95K ﹤0.01%
40
280
$6.94K ﹤0.01%
26
281
$6.89K ﹤0.01%
47
282
$6.77K ﹤0.01%
100
-7
283
$6.68K ﹤0.01%
127
284
$6.37K ﹤0.01%
45
285
$6.33K ﹤0.01%
344
286
$6.04K ﹤0.01%
327
287
$5.57K ﹤0.01%
73
288
$5.51K ﹤0.01%
10
289
$5.49K ﹤0.01%
7,000
290
$5.38K ﹤0.01%
16
291
$4.95K ﹤0.01%
64
292
$4.89K ﹤0.01%
50
293
$4.88K ﹤0.01%
13
294
$4.59K ﹤0.01%
74
295
$4.59K ﹤0.01%
728
296
$4.25K ﹤0.01%
56
297
$4.23K ﹤0.01%
172
298
$4.17K ﹤0.01%
97
299
$4.06K ﹤0.01%
80
300
$4K ﹤0.01%
145
-500