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
$583M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$1.35M
3
+$1.2M
4
WBD icon
Warner Bros
WBD
+$992K
5
AME icon
Ametek
AME
+$467K

Top Sells

1
+$2.89M
2
+$1.49M
3
+$1.29M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$591K
5
MSFT icon
Microsoft
MSFT
+$440K

Sector Composition

1 Technology 24.93%
2 Financials 15.97%
3 Healthcare 15.68%
4 Industrials 12.66%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.31K ﹤0.01%
1,000
327
$3.27K ﹤0.01%
40
328
$3.25K ﹤0.01%
59
329
$3.04K ﹤0.01%
+132
330
$3.01K ﹤0.01%
103
331
$2.84K ﹤0.01%
45
332
$2.73K ﹤0.01%
72
333
$2.66K ﹤0.01%
213
334
$2.58K ﹤0.01%
29
335
$2.56K ﹤0.01%
500
336
$2.46K ﹤0.01%
16
337
$2.45K ﹤0.01%
728
338
$2.45K ﹤0.01%
27
339
$2.34K ﹤0.01%
97
340
$2.23K ﹤0.01%
32
341
$2.2K ﹤0.01%
125
342
$2.12K ﹤0.01%
55
343
$2.06K ﹤0.01%
5
344
$2.06K ﹤0.01%
51
345
$1.83K ﹤0.01%
40
346
$1.58K ﹤0.01%
30
347
$1.57K ﹤0.01%
58
348
$1.55K ﹤0.01%
42
349
$1.47K ﹤0.01%
32
350
$1.41K ﹤0.01%
40
12 13
14
15 16