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
$603M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$1.15M
3 +$1.14M
4
TGT icon
Target
TGT
+$971K
5
IBM icon
IBM
IBM
+$931K

Top Sells

1 +$739K
2 +$716K
3 +$580K
4
PNC icon
PNC Financial Services
PNC
+$475K
5
MSFT icon
Microsoft
MSFT
+$450K

Sector Composition

1 Technology 21.24%
2 Financials 17.65%
3 Industrials 14.35%
4 Healthcare 13.23%
5 Energy 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$842 ﹤0.01%
423
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$620 ﹤0.01%
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$525 ﹤0.01%
18
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$470 ﹤0.01%
16
-2,196
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