ECM
Estabrook Capital Management Portfolio holdings
AUM
$650M
1-Year Return
16.71%
This Quarter Return
+8.36%
1 Year Return
+16.71%
3 Year Return
+64.58%
5 Year Return
+126.18%
10 Year Return
+247.95%
AUM
$973M
AUM Growth
+$56.4M
(+6.2%)
Cap. Flow
-$15.8M
Cap. Flow
% of AUM
-1.62%
Top 10 Holdings %
Top 10 Hldgs %
30.2%
Holding
497
New
22
Increased
52
Reduced
135
Closed
22
Top Buys
| 1 |
Merck
MRK
|
$8M |
| 2 |
Citigroup
C
|
$5.66M |
| 3 |
Verizon
VZ
|
$4.26M |
| 4 |
Navigator Holdings
NVGS
|
$2.02M |
| 5 |
Ford
F
|
$1.89M |
Top Sells
| 1 |
POT
Potash Corp Of Saskatchewan
POT
|
$9.89M |
| 2 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$4.54M |
| 3 |
Range Resources
RRC
|
$2.19M |
| 4 |
Colgate-Palmolive
CL
|
$1.44M |
| 5 |
TC Energy
TRP
|
$1.18M |
Sector Composition
| 1 | Energy | 18.75% |
| 2 | Industrials | 18.15% |
| 3 | Financials | 15.97% |
| 4 | Technology | 13.8% |
| 5 | Healthcare | 10.28% |
