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
$644M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.77M
3
+$1.27M
4
MDT icon
Medtronic
MDT
+$699K
5
SLB icon
SLB Ltd
SLB
+$473K

Top Sells

1
+$14.8M
2
+$2.69M
3
+$2.46M
4
F icon
Ford
F
+$1.12M
5
AAPL icon
Apple
AAPL
+$767K

Sector Composition

1 Financials 19.73%
2 Technology 16.77%
3 Industrials 16.02%
4 Healthcare 12.77%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16.5K ﹤0.01%
500
302
$16.2K ﹤0.01%
480
303
$16.1K ﹤0.01%
200
304
$15.8K ﹤0.01%
188
305
$15.7K ﹤0.01%
190
306
$15.6K ﹤0.01%
250
307
$15.2K ﹤0.01%
400
308
$14.4K ﹤0.01%
600
309
$14.1K ﹤0.01%
200
310
$13.6K ﹤0.01%
640
311
$13.2K ﹤0.01%
1,144
312
$13.2K ﹤0.01%
2,000
313
$13.2K ﹤0.01%
500
314
$12.9K ﹤0.01%
544
315
$12.3K ﹤0.01%
209
+120
316
$12.3K ﹤0.01%
563
-375
317
$11.8K ﹤0.01%
77
318
$11.7K ﹤0.01%
400
319
$10.5K ﹤0.01%
500
320
$10.4K ﹤0.01%
60
-40
321
$10.2K ﹤0.01%
223
322
$10K ﹤0.01%
400
323
$8.76K ﹤0.01%
+1,696
324
$8.54K ﹤0.01%
454
325
$8.16K ﹤0.01%
200
11 12
13
14 15