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
$916M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$788K
3
+$787K
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$601K
5
UNH icon
UnitedHealth
UNH
+$581K

Top Sells

1
+$5.41M
2
+$4.82M
3
+$2.75M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.17M
5
IBM icon
IBM
IBM
+$1.81M

Sector Composition

1 Energy 20.31%
2 Industrials 17.47%
3 Financials 15.19%
4 Technology 13.97%
5 Healthcare 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14.4K ﹤0.01%
900
-1,700
352
$14.4K ﹤0.01%
367
-2,267
353
$14.2K ﹤0.01%
370
354
$14K ﹤0.01%
390
355
$13.3K ﹤0.01%
631
-252
356
$13.2K ﹤0.01%
40
-6
357
$12.9K ﹤0.01%
288
358
$12.9K ﹤0.01%
1,500
-500
359
$12.8K ﹤0.01%
100
360
$12.7K ﹤0.01%
2,560
361
$12.6K ﹤0.01%
224
362
$12.4K ﹤0.01%
500
363
$11.5K ﹤0.01%
192
364
$11.4K ﹤0.01%
223
365
$11.2K ﹤0.01%
1,052
366
$11.1K ﹤0.01%
140
367
$11K ﹤0.01%
750
368
$10.9K ﹤0.01%
+1,500
369
$10.8K ﹤0.01%
398
370
$10.7K ﹤0.01%
500
371
$9.97K ﹤0.01%
400
372
$9.73K ﹤0.01%
454
373
$9.59K ﹤0.01%
400
374
$9.43K ﹤0.01%
430
375
$9.36K ﹤0.01%
156
13 14
15
16 17