ECM

Estabrook Capital Management Portfolio holdings

AUM $650M
1-Year Est. Return 16.71%
This Quarter Est. Return
1 Year Est. Return
+16.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$144K
3
+$104K
4
NVDA icon
NVIDIA
NVDA
+$72.3K
5
IMPP icon
Imperial Petroleum
IMPP
+$59.1K

Top Sells

1
+$952K
2
+$926K
3
+$812K
4
MSFT icon
Microsoft
MSFT
+$766K
5
BA icon
Boeing
BA
+$460K

Sector Composition

1 Technology 22.84%
2 Financials 17.06%
3 Healthcare 15.79%
4 Industrials 13.71%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.14K ﹤0.01%
125
327
$2.08K ﹤0.01%
+24
328
$2.03K ﹤0.01%
1,000
329
$1.8K ﹤0.01%
40
330
$1.75K ﹤0.01%
46
331
$1.73K ﹤0.01%
42
332
$1.63K ﹤0.01%
500
333
$1.61K ﹤0.01%
32
334
$1.58K ﹤0.01%
25
335
$1.46K ﹤0.01%
30
336
$1.46K ﹤0.01%
40
337
$1.39K ﹤0.01%
51
338
$1.38K ﹤0.01%
58
339
$1.33K ﹤0.01%
32
340
$1.29K ﹤0.01%
10
341
$1.17K ﹤0.01%
17
342
$1.07K ﹤0.01%
15
343
$1.05K ﹤0.01%
+30
344
$1.05K ﹤0.01%
+25
345
$931 ﹤0.01%
23
346
$923 ﹤0.01%
40
347
$701 ﹤0.01%
120
348
$656 ﹤0.01%
7
349
$626 ﹤0.01%
67
-200
350
$625 ﹤0.01%
82
12 13
14
15 16