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
$808M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.67M
3
+$4.46M
4
AAPL icon
Apple
AAPL
+$2.68M
5
XOM icon
Exxon Mobil
XOM
+$2.65M

Top Sells

1
+$5.37M
2
+$4.46M
3
+$3.91M
4
GE icon
GE Aerospace
GE
+$3.21M
5
WFT
Weatherford International plc
WFT
+$3.08M

Sector Composition

1 Financials 19.31%
2 Industrials 16.51%
3 Technology 15.93%
4 Energy 12.46%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12.2K ﹤0.01%
100
327
$11.1K ﹤0.01%
90
328
$10.9K ﹤0.01%
198
-200
329
$10.8K ﹤0.01%
544
330
$10.5K ﹤0.01%
222
331
$10.4K ﹤0.01%
175
332
$10.4K ﹤0.01%
300
333
$10.1K ﹤0.01%
20,000
-4,000
334
$9.87K ﹤0.01%
1,052
335
$9.74K ﹤0.01%
400
336
$9.63K ﹤0.01%
152
-3,671
337
$9.6K ﹤0.01%
454
338
$9.51K ﹤0.01%
224
339
$9.41K ﹤0.01%
500
340
$9.41K ﹤0.01%
393
341
$9.27K ﹤0.01%
180
342
$9.07K ﹤0.01%
225
343
$8.69K ﹤0.01%
150
344
$8.57K ﹤0.01%
124
345
$8.47K ﹤0.01%
1,000
346
$8.07K ﹤0.01%
140
-26
347
$7.98K ﹤0.01%
285
348
$7.98K ﹤0.01%
201
349
$7.79K ﹤0.01%
300
350
$7.77K ﹤0.01%
85
12 13
14
15 16