ECM

Estabrook Capital Management Portfolio holdings

AUM $650M
1-Year Est. Return 16.71%
This Quarter Est. Return
1 Year Est. Return
+16.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$1.26M
3 +$558K
4
MOS icon
The Mosaic Company
MOS
+$286K
5
CAH icon
Cardinal Health
CAH
+$256K

Top Sells

1 +$4.03M
2 +$4M
3 +$1.53M
4
EVER.PRA
EverBank Financial Corp.
EVER.PRA
+$1.14M
5
WFC icon
Wells Fargo
WFC
+$680K

Sector Composition

1 Financials 19.99%
2 Technology 16.3%
3 Industrials 16.21%
4 Healthcare 13.18%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$17.8K ﹤0.01%
300
302
$16.9K ﹤0.01%
226
303
$16.8K ﹤0.01%
640
304
$16.2K ﹤0.01%
480
305
$16.2K ﹤0.01%
200
306
$15.7K ﹤0.01%
390
307
$15.5K ﹤0.01%
400
308
$15.4K ﹤0.01%
2,500
309
$15.3K ﹤0.01%
250
310
$15K ﹤0.01%
200
311
$14.5K ﹤0.01%
600
312
$14.1K ﹤0.01%
100
313
$13.6K ﹤0.01%
250
314
$13.4K ﹤0.01%
1,144
315
$13.2K ﹤0.01%
500
316
$13.1K ﹤0.01%
544
317
$12.8K ﹤0.01%
104
318
$12.7K ﹤0.01%
77
319
$12.3K ﹤0.01%
188
320
$11K ﹤0.01%
400
321
$10.8K ﹤0.01%
2,000
322
$10.1K ﹤0.01%
500
323
$10.1K ﹤0.01%
400
324
$10.1K ﹤0.01%
579
-4
325
$9.98K ﹤0.01%
223
-181