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
$982M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Sells

1 +$5.34M
2 +$4.59M
3 +$4.48M
4
DD icon
DuPont de Nemours
DD
+$2.4M
5
WMB icon
Williams Companies
WMB
+$2.01M

Sector Composition

1 Energy 18.83%
2 Industrials 17.76%
3 Financials 16.89%
4 Technology 14.06%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$36.6K ﹤0.01%
1,000
302
$36.1K ﹤0.01%
3,731
+378
303
$35.1K ﹤0.01%
700
304
$34K ﹤0.01%
865
+22
305
$33.1K ﹤0.01%
340
-300
306
$33.1K ﹤0.01%
1,350
307
$32.3K ﹤0.01%
4,000
308
$32.3K ﹤0.01%
650
309
$31.8K ﹤0.01%
1,126
310
$30.4K ﹤0.01%
604
311
$30.2K ﹤0.01%
888
312
$29.9K ﹤0.01%
1,000
313
$29.3K ﹤0.01%
778
314
$28.5K ﹤0.01%
1,370
315
$28.4K ﹤0.01%
780
316
$27.8K ﹤0.01%
398
317
$27.3K ﹤0.01%
1,592
318
$26.4K ﹤0.01%
2,000
319
$25.9K ﹤0.01%
422
320
$25.8K ﹤0.01%
102
321
$25.4K ﹤0.01%
1,000
322
$25.3K ﹤0.01%
293
323
$25.2K ﹤0.01%
266
324
$24.7K ﹤0.01%
700
325
$24.5K ﹤0.01%
1,000