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
$576M
AUM Growth
-$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$709K
3
+$637K
4
SCHW.PRD icon
Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
+$185K
5
BAC icon
Bank of America
BAC
+$106K

Top Sells

1
+$5.07M
2
+$1.87M
3
+$1.86M
4
GE icon
GE Aerospace
GE
+$1.04M
5
NSC icon
Norfolk Southern
NSC
+$1.03M

Sector Composition

1 Technology 25.66%
2 Financials 15.98%
3 Healthcare 14.5%
4 Industrials 13.22%
5 Energy 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7.82K ﹤0.01%
135
-23
277
$7.76K ﹤0.01%
40
278
$7.45K ﹤0.01%
509
279
$7.13K ﹤0.01%
344
280
$6.73K ﹤0.01%
600
-500
281
$6.46K ﹤0.01%
45
282
$6.22K ﹤0.01%
55
-28
283
$6.17K ﹤0.01%
16
284
$5.96K ﹤0.01%
73
285
$5.89K ﹤0.01%
327
286
$5.85K ﹤0.01%
500
287
$5.76K ﹤0.01%
10
288
$5.58K ﹤0.01%
403
289
$5.36K ﹤0.01%
53
-136
290
$5.14K ﹤0.01%
18
-8
291
$4.94K ﹤0.01%
50
292
$4.84K ﹤0.01%
64
293
$4.65K ﹤0.01%
10
294
$4.63K ﹤0.01%
13
295
$4.61K ﹤0.01%
54
296
$4.37K ﹤0.01%
74
297
$4.22K ﹤0.01%
172
298
$4.21K ﹤0.01%
103
299
$4.03K ﹤0.01%
142
300
$3.97K ﹤0.01%
97
10 11
12
13 14