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
$680M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$535K
3
+$471K
4
MDT icon
Medtronic
MDT
+$377K
5
QCOM icon
Qualcomm
QCOM
+$372K

Top Sells

1
+$1.5M
2
+$1.44M
3
+$1.38M
4
UNP icon
Union Pacific
UNP
+$572K
5
CB icon
Chubb
CB
+$527K

Sector Composition

1 Technology 26.09%
2 Financials 16.43%
3 Healthcare 14.01%
4 Industrials 13.39%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.34K ﹤0.01%
97
327
$3.27K ﹤0.01%
13
328
$3.22K ﹤0.01%
72
329
$3.1K ﹤0.01%
1,000
330
$3K ﹤0.01%
27
331
$3K ﹤0.01%
213
332
$2.83K ﹤0.01%
16
333
$2.79K ﹤0.01%
26
334
$2.61K ﹤0.01%
125
335
$2.58K ﹤0.01%
30
336
$2.51K ﹤0.01%
5
337
$2.24K ﹤0.01%
55
338
$2.17K ﹤0.01%
40
339
$1.85K ﹤0.01%
58
340
$1.61K ﹤0.01%
17
341
$1.57K ﹤0.01%
25
342
$1.48K ﹤0.01%
42
343
$1.46K ﹤0.01%
32
344
$1.24K ﹤0.01%
172
345
$1.14K ﹤0.01%
100
346
$1.14K ﹤0.01%
43
-125
347
$1.1K ﹤0.01%
120
348
$1.09K ﹤0.01%
40
349
$1.04K ﹤0.01%
40
350
$1.02K ﹤0.01%
14
12 13
14
15 16