ECM

Estabrook Capital Management Portfolio holdings

AUM $681M
1-Year Est. Return 21.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$649M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$3.26M
3 +$2.55M
4
GE icon
GE Aerospace
GE
+$876K
5
CVX icon
Chevron
CVX
+$783K

Top Sells

1 +$4.07M
2 +$3.36M
3 +$2.97M
4
MSFT icon
Microsoft
MSFT
+$1.18M
5
AAPL icon
Apple
AAPL
+$712K

Sector Composition

1 Technology 25.47%
2 Financials 18.51%
3 Industrials 14.69%
4 Healthcare 13.65%
5 Consumer Staples 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-300
302
$0 ﹤0.01%
14
303
$0 ﹤0.01%
242
304
$0 ﹤0.01%
291