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
$982M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Sells

1 +$5.34M
2 +$4.59M
3 +$4.48M
4
DD icon
DuPont de Nemours
DD
+$2.4M
5
WMB icon
Williams Companies
WMB
+$2.01M

Sector Composition

1 Energy 18.83%
2 Industrials 17.76%
3 Financials 16.89%
4 Technology 14.06%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$24.1K ﹤0.01%
1,000
327
$24K ﹤0.01%
1,100
328
$23.9K ﹤0.01%
2,000
329
$23.7K ﹤0.01%
794
330
$22.7K ﹤0.01%
2,000
331
$22.4K ﹤0.01%
120
-117
332
$21.7K ﹤0.01%
256
333
$21.2K ﹤0.01%
198
334
$21.1K ﹤0.01%
1,048
335
$20.8K ﹤0.01%
1,500
-500
336
$20.3K ﹤0.01%
250
337
$19.8K ﹤0.01%
1,034
-2
338
$19.3K ﹤0.01%
1,000
339
$19.1K ﹤0.01%
500
340
$18.1K ﹤0.01%
80
341
$17.8K ﹤0.01%
700
+300
342
$17.8K ﹤0.01%
+700
343
$17.2K ﹤0.01%
500
344
$16.9K ﹤0.01%
244
345
$16.7K ﹤0.01%
390
346
$16K ﹤0.01%
140
347
$15.9K ﹤0.01%
900
348
$15.8K ﹤0.01%
500
349
$15.7K ﹤0.01%
288
350
$15.1K ﹤0.01%
500