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
$600M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$885K
3 +$791K
4
WMB icon
Williams Companies
WMB
+$584K
5
MMM icon
3M
MMM
+$233K

Top Sells

1 +$2.2M
2 +$1.39M
3 +$1.03M
4
COST icon
Costco
COST
+$990K
5
CTVA icon
Corteva
CTVA
+$953K

Sector Composition

1 Technology 21.37%
2 Financials 19.44%
3 Industrials 13.43%
4 Healthcare 12.51%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-40