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
$675M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.31M
3
+$2.27M
4
WHR icon
Whirlpool
WHR
+$2.07M
5
MMM icon
3M
MMM
+$1.91M

Top Sells

1
+$5.55M
2
+$3.62M
3
+$3.03M
4
RTX icon
RTX Corp
RTX
+$2.98M
5
DD
Du Pont De Nemours E I
DD
+$2.26M

Sector Composition

1 Financials 17.66%
2 Industrials 16.39%
3 Technology 15.73%
4 Healthcare 13.73%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13.1K ﹤0.01%
500
327
$12.8K ﹤0.01%
500
328
$12.3K ﹤0.01%
250
329
$12K ﹤0.01%
300
330
$11.8K ﹤0.01%
150
331
$11.6K ﹤0.01%
130
332
$11.5K ﹤0.01%
+250
333
$11.1K ﹤0.01%
1,000
334
$10.8K ﹤0.01%
544
335
$10.6K ﹤0.01%
100
336
$10.3K ﹤0.01%
100
337
$10.3K ﹤0.01%
50
-9,587
338
$9.98K ﹤0.01%
400
339
$9.91K ﹤0.01%
1,500
340
$9.51K ﹤0.01%
127
341
$9.38K ﹤0.01%
625
342
$9.21K ﹤0.01%
45
343
$9.15K ﹤0.01%
1,144
344
$8.81K ﹤0.01%
500
345
$8.78K ﹤0.01%
124
346
$8.43K ﹤0.01%
500
347
$8.4K ﹤0.01%
2,000
348
$8.38K ﹤0.01%
454
349
$8.37K ﹤0.01%
285
350
$8.37K ﹤0.01%
400
12 13
14
15 16