ECM
Estabrook Capital Management Portfolio holdings
AUM
$650M
1-Year Return
16.71%
This Quarter Return
+0.54%
1 Year Return
+16.71%
3 Year Return
+64.58%
5 Year Return
+126.18%
10 Year Return
+247.95%
AUM
$675M
AUM Growth
-$15.9M
(-2.3%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-1.7%
Top 10 Holdings %
Top 10 Hldgs %
32.64%
Holding
459
New
4
Increased
44
Reduced
99
Closed
13
Top Buys
| 1 |
PepsiCo
PEP
|
+$3.07M |
| 2 |
AT&T
T
|
+$2.31M |
| 3 |
Chevron
CVX
|
+$2.27M |
| 4 |
Whirlpool
WHR
|
+$2.07M |
| 5 |
3M
MMM
|
+$1.91M |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
+$5.55M |
| 2 |
Prudential Financial
PRU
|
+$3.62M |
| 3 |
IBM
IBM
|
+$3.03M |
| 4 |
RTX Corp
RTX
|
+$2.98M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
+$2.26M |
Sector Composition
| 1 | Financials | 17.66% |
| 2 | Industrials | 16.39% |
| 3 | Technology | 15.73% |
| 4 | Healthcare | 13.73% |
| 5 | Energy | 8.86% |
