ECM

Estabrook Capital Management Portfolio holdings

AUM $681M
1-Year Est. Return 21.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$753K
3
+$711K
4
PFE icon
Pfizer
PFE
+$411K
5
T icon
AT&T
T
+$370K

Top Sells

1
+$2.05M
2
+$1.69M
3
+$1.32M
4
AAPL icon
Apple
AAPL
+$1.31M
5
JPM icon
JPMorgan Chase
JPM
+$959K

Sector Composition

1 Technology 27.17%
2 Financials 21.12%
3 Industrials 13.71%
4 Healthcare 9.38%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.46K ﹤0.01%
17
277
$1.32K ﹤0.01%
+28
278
$1.2K ﹤0.01%
10
279
$998 ﹤0.01%
40
280
$807 ﹤0.01%
+8
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$716 ﹤0.01%
74
-30
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$526 ﹤0.01%
5
283
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11
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$269 ﹤0.01%
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3
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$18 ﹤0.01%
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9 10 11
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