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
$671M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$361K
3
+$119K
4
F icon
Ford
F
+$92.9K
5
GE icon
GE Aerospace
GE
+$27K

Top Sells

1
+$3.83M
2
+$1.2M
3
+$532K
4
AAPL icon
Apple
AAPL
+$488K
5
PGNY icon
Progyny
PGNY
+$475K

Sector Composition

1 Technology 26.13%
2 Financials 18.33%
3 Industrials 13.24%
4 Healthcare 12.68%
5 Consumer Staples 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.45K ﹤0.01%
40
277
$5.35K ﹤0.01%
64
278
$5.14K ﹤0.01%
103
279
$5.04K ﹤0.01%
40
280
$4.95K ﹤0.01%
+630
281
$4.31K ﹤0.01%
24
282
$4.08K ﹤0.01%
16
283
$3.91K ﹤0.01%
40
284
$3.83K ﹤0.01%
500
285
$3.61K ﹤0.01%
200
286
$3.26K ﹤0.01%
+50
287
$3.06K ﹤0.01%
80
288
$3.02K ﹤0.01%
13
289
$2.67K ﹤0.01%
30
290
$2.55K ﹤0.01%
164
+5
291
$2.31K ﹤0.01%
59
292
$1.99K ﹤0.01%
104
-22
293
$1.79K ﹤0.01%
979
294
$1.67K ﹤0.01%
25
295
$1.65K ﹤0.01%
15
296
$1.25K ﹤0.01%
42
297
$1.25K ﹤0.01%
17
298
$1.23K ﹤0.01%
+55
299
$1.23K ﹤0.01%
10
300
$1.21K ﹤0.01%
32
9 10 11
12
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