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
$661M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$738K
3
+$497K
4
SLB icon
SLB Ltd
SLB
+$325K
5
WMB icon
Williams Companies
WMB
+$318K

Top Sells

1
+$2.45M
2
+$1.81M
3
+$1.46M
4
HAL icon
Halliburton
HAL
+$1.45M
5
PFE icon
Pfizer
PFE
+$1.14M

Sector Composition

1 Technology 20.54%
2 Financials 18.43%
3 Industrials 14.31%
4 Healthcare 12.9%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$945 ﹤0.01%
12
-250
327
$889 ﹤0.01%
22
328
$854 ﹤0.01%
30
329
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330
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18
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$592 ﹤0.01%
2
332
$381 ﹤0.01%
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333
$378 ﹤0.01%
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334
$368 ﹤0.01%
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$99 ﹤0.01%
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336
$88 ﹤0.01%
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337
$51 ﹤0.01%
3
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$32 ﹤0.01%
5
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$9 ﹤0.01%
3
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$7 ﹤0.01%
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350
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