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
$668M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$2.3M
3
+$2.05M
4
CVX icon
Chevron
CVX
+$1.71M
5
WHR icon
Whirlpool
WHR
+$1.7M

Top Sells

1
+$8.94M
2
+$3.29M
3
+$1.61M
4
C icon
Citigroup
C
+$1.61M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Sector Composition

1 Financials 17.43%
2 Industrials 16.42%
3 Technology 14.97%
4 Healthcare 14.84%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13.9K ﹤0.01%
300
327
$13.4K ﹤0.01%
270
328
$13.3K ﹤0.01%
500
329
$13K ﹤0.01%
500
330
$12.8K ﹤0.01%
1,144
331
$12.7K ﹤0.01%
130
332
$12.6K ﹤0.01%
325
333
$12.5K ﹤0.01%
390
334
$12.2K ﹤0.01%
250
335
$12.2K ﹤0.01%
300
336
$12.2K ﹤0.01%
100
337
$11.2K ﹤0.01%
544
338
$10.7K ﹤0.01%
500
339
$10.6K ﹤0.01%
127
340
$10.5K ﹤0.01%
1,500
341
$10.5K ﹤0.01%
150
342
$10.3K ﹤0.01%
400
343
$10K ﹤0.01%
100
344
$9.6K ﹤0.01%
400
345
$9.32K ﹤0.01%
2,000
346
$9.27K ﹤0.01%
625
347
$8.88K ﹤0.01%
1,000
348
$8.51K ﹤0.01%
454
349
$8.1K ﹤0.01%
5,000
350
$8.01K ﹤0.01%
225
12 13
14
15 16