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
$808M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.67M
3
+$4.46M
4
AAPL icon
Apple
AAPL
+$2.68M
5
XOM icon
Exxon Mobil
XOM
+$2.65M

Top Sells

1
+$5.37M
2
+$4.46M
3
+$3.91M
4
GE icon
GE Aerospace
GE
+$3.21M
5
WFT
Weatherford International plc
WFT
+$3.08M

Sector Composition

1 Financials 19.31%
2 Industrials 16.51%
3 Technology 15.93%
4 Energy 12.46%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.77K ﹤0.01%
136
-1,790
352
$7.61K ﹤0.01%
400
353
$7.49K ﹤0.01%
127
354
$7.43K ﹤0.01%
300
355
$7.26K ﹤0.01%
245
356
$7.24K ﹤0.01%
300
357
$7.12K ﹤0.01%
152
-50
358
$7.11K ﹤0.01%
110
359
$6.97K ﹤0.01%
106
360
$6.91K ﹤0.01%
2,560
361
$6.87K ﹤0.01%
100
-1,727
362
$6.87K ﹤0.01%
74
363
$6.84K ﹤0.01%
134
-1,590
364
$6.66K ﹤0.01%
266
-2,980
365
$6.16K ﹤0.01%
5
366
$6K ﹤0.01%
89
-65
367
$5.99K ﹤0.01%
136
368
$5.29K ﹤0.01%
278
369
$5.19K ﹤0.01%
200
370
$5.12K ﹤0.01%
50
371
$5.11K ﹤0.01%
200
372
$3.76K ﹤0.01%
167
-166
373
$3.75K ﹤0.01%
1,000
374
$3.58K ﹤0.01%
537
+10
375
$3.43K ﹤0.01%
1,377
13 14
15
16 17