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ECM

Estabrook Capital Management Portfolio holdings

AUM $685M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$136K
3
+$57.1K
4
GEHC icon
GE HealthCare
GEHC
+$54.6K
5
JNJ icon
Johnson & Johnson
JNJ
+$49K

Top Sells

1
+$1.8M
2
+$1.29M
3
+$906K
4
T icon
AT&T
T
+$893K
5
PNC icon
PNC Financial Services
PNC
+$753K

Sector Composition

1 Technology 25.89%
2 Financials 16.13%
3 Healthcare 14.18%
4 Industrials 13.14%
5 Energy 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$173 ﹤0.01%
22
327
$45 ﹤0.01%
3
328
$14 ﹤0.01%
1
329
– –
-5
330
– –
-500
331
– –
-1,100
332
– –
-1,000
333
– –
-97
334
$0 ﹤0.01%
242
335
– –
-200
336
– –
-1,250
337
– –
-58
338
– –
-72
339
$0 ﹤0.01%
291
340
– –
-18
341
– –
-52
342
– –
-54
343
– –
-45
344
– –
-225
10 11 12 13
14