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
$644M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.77M
3
+$1.27M
4
MDT icon
Medtronic
MDT
+$699K
5
SLB icon
SLB Ltd
SLB
+$473K

Top Sells

1
+$14.8M
2
+$2.69M
3
+$2.46M
4
F icon
Ford
F
+$1.12M
5
AAPL icon
Apple
AAPL
+$767K

Sector Composition

1 Financials 19.73%
2 Technology 16.77%
3 Industrials 16.02%
4 Healthcare 12.77%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.98K ﹤0.01%
130
327
$7.88K ﹤0.01%
127
328
$7.65K ﹤0.01%
300
329
$7.63K ﹤0.01%
21
330
$7.02K ﹤0.01%
100
331
$6.83K ﹤0.01%
1,000
332
$6.47K ﹤0.01%
52
-52
333
$6.01K ﹤0.01%
+600
334
$5.91K ﹤0.01%
501
-78
335
$5.4K ﹤0.01%
200
336
$5.34K ﹤0.01%
+427
337
$5K ﹤0.01%
200
338
$4.66K ﹤0.01%
44
339
$4.43K ﹤0.01%
40
340
$3.86K ﹤0.01%
150
341
$3.8K ﹤0.01%
+500
342
$3.22K ﹤0.01%
50
343
$3.06K ﹤0.01%
110
344
$2.92K ﹤0.01%
75
345
$2.53K ﹤0.01%
126
346
$2.13K ﹤0.01%
+35
347
$2.1K ﹤0.01%
80
348
$2.06K ﹤0.01%
34
349
$2.06K ﹤0.01%
+3
350
$2.01K ﹤0.01%
100
12 13
14
15 16