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
$668M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$2.3M
3
+$2.05M
4
CVX icon
Chevron
CVX
+$1.71M
5
WHR icon
Whirlpool
WHR
+$1.7M

Top Sells

1
+$8.94M
2
+$3.29M
3
+$1.61M
4
C icon
Citigroup
C
+$1.61M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Sector Composition

1 Financials 17.43%
2 Industrials 16.42%
3 Technology 14.97%
4 Healthcare 14.84%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21.6K ﹤0.01%
750
302
$21.1K ﹤0.01%
370
303
$20.9K ﹤0.01%
740
304
$20.3K ﹤0.01%
800
305
$20.2K ﹤0.01%
298
306
$19.9K ﹤0.01%
613
307
$19.7K ﹤0.01%
792
308
$19.3K ﹤0.01%
1,300
309
$19K ﹤0.01%
2,269
310
$18.2K ﹤0.01%
466
-88
311
$17.8K ﹤0.01%
10
312
$17.2K ﹤0.01%
2,000
313
$16.8K ﹤0.01%
350
314
$16.6K ﹤0.01%
325
315
$16K ﹤0.01%
900
316
$16K ﹤0.01%
266
317
$15.9K ﹤0.01%
449
318
$15.6K ﹤0.01%
1,000
319
$15.2K ﹤0.01%
200
320
$15.2K ﹤0.01%
1,000
321
$15.1K ﹤0.01%
400
-236,775
322
$15.1K ﹤0.01%
190
323
$14.6K ﹤0.01%
500
324
$14.2K ﹤0.01%
+77
325
$14K ﹤0.01%
250
11 12
13
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