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ECM

Estabrook Capital Management Portfolio holdings

AUM $685M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$686M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$807K
3
+$90.1K
4
F.PRC icon
Ford Motor Co 6.000% Notes due Dec 1 2059
F.PRC
+$65.9K
5
SCHW.PRD
Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
+$62.9K

Top Sells

1
+$1.4M
2
+$690K
3
+$507K
4
DOW icon
Dow Inc
DOW
+$432K
5
AAPL icon
Apple
AAPL
+$413K

Sector Composition

1 Technology 27.8%
2 Financials 21.2%
3 Industrials 13.37%
4 Healthcare 9.53%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.26K ﹤0.01%
185
+4
277
$1.42K ﹤0.01%
23
278
$1.33K ﹤0.01%
17
279
$1.12K ﹤0.01%
10
280
$986 ﹤0.01%
40
281
$790 ﹤0.01%
74
282
$615 ﹤0.01%
130
283
$573 ﹤0.01%
5
284
$490 ﹤0.01%
7
285
$370 ﹤0.01%
11
286
$360 ﹤0.01%
19
287
$332 ﹤0.01%
13
288
$183 ﹤0.01%
100
289
$33 ﹤0.01%
3
290
$19 ﹤0.01%
1
291
– –
-28
292
– –
-202
293
– –
-8
294
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-3
295
– –
-185
296
– –
-25
297
$0 ﹤0.01%
291
298
– –
-4,000
8 9 10 11
12