ECM

Estabrook Capital Management Portfolio holdings

AUM $681M
1-Year Est. Return 21.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.62%
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 +$1.76M
2 +$880K
3 +$739K
4
WMB icon
Williams Companies
WMB
+$612K
5
MMM icon
3M
MMM
+$237K

Top Sells

1 +$2.18M
2 +$1.39M
3 +$992K
4
CTVA icon
Corteva
CTVA
+$983K
5
COST icon
Costco
COST
+$967K

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