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
$600M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$208K
3
+$113K
4
VZ icon
Verizon
VZ
+$113K
5
SCHW icon
Charles Schwab
SCHW
+$85K

Top Sells

1
+$1.71M
2
+$1.45M
3
+$650K
4
C icon
Citigroup
C
+$469K
5
LLY icon
Eli Lilly
LLY
+$378K

Sector Composition

1 Technology 27.04%
2 Financials 15.8%
3 Healthcare 13.99%
4 Industrials 13.35%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.84K ﹤0.01%
50
277
$5.81K ﹤0.01%
53
278
$5.62K ﹤0.01%
10
279
$5.55K ﹤0.01%
13
280
$5.55K ﹤0.01%
18
281
$5.22K ﹤0.01%
10
282
$4.66K ﹤0.01%
64
283
$4.52K ﹤0.01%
54
284
$4.35K ﹤0.01%
172
285
$4.26K ﹤0.01%
74
286
$4.12K ﹤0.01%
103
287
$4.06K ﹤0.01%
142
288
$4.04K ﹤0.01%
+415
289
$4.04K ﹤0.01%
40
290
$4.03K ﹤0.01%
56
291
$4K ﹤0.01%
97
292
$3.95K ﹤0.01%
403
293
$3.72K ﹤0.01%
29
294
$3.69K ﹤0.01%
27
295
$3.61K ﹤0.01%
200
296
$3.58K ﹤0.01%
172
-440
297
$3.39K ﹤0.01%
50
298
$3.38K ﹤0.01%
72
299
$3.37K ﹤0.01%
100
300
$3.14K ﹤0.01%
500
10 11
12
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