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
$582M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$144K
3
+$104K
4
NVDA icon
NVIDIA
NVDA
+$72.3K
5
IMPP icon
Imperial Petroleum
IMPP
+$59.1K

Top Sells

1
+$952K
2
+$926K
3
+$812K
4
MSFT icon
Microsoft
MSFT
+$766K
5
BA icon
Boeing
BA
+$460K

Sector Composition

1 Technology 22.84%
2 Financials 17.06%
3 Healthcare 15.79%
4 Industrials 13.71%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.93K ﹤0.01%
60
302
$3.91K ﹤0.01%
103
303
$3.88K ﹤0.01%
10
304
$3.81K ﹤0.01%
54
305
$3.8K ﹤0.01%
980
306
$3.75K ﹤0.01%
45
307
$3.63K ﹤0.01%
59
308
$3.42K ﹤0.01%
+100
309
$3.38K ﹤0.01%
142
310
$3.35K ﹤0.01%
32
311
$3.28K ﹤0.01%
200
312
$3.21K ﹤0.01%
72
313
$3.19K ﹤0.01%
52
314
$2.98K ﹤0.01%
40
315
$2.94K ﹤0.01%
97
316
$2.79K ﹤0.01%
27
317
$2.75K ﹤0.01%
13
318
$2.73K ﹤0.01%
20
319
$2.69K ﹤0.01%
72
320
$2.48K ﹤0.01%
29
321
$2.47K ﹤0.01%
1
322
$2.33K ﹤0.01%
16
323
$2.33K ﹤0.01%
5
324
$2.17K ﹤0.01%
55
325
$2.16K ﹤0.01%
213
11 12
13
14 15