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
$693M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.31M
3
+$1.56M
4
UNH icon
UnitedHealth
UNH
+$887K
5
NVGS icon
Navigator Holdings
NVGS
+$562K

Top Sells

1
+$6.4M
2
+$2.54M
3
+$2.4M
4
NOV icon
NOV
NOV
+$2.12M
5
JPM icon
JPMorgan Chase
JPM
+$1.12M

Sector Composition

1 Financials 19.75%
2 Technology 17.11%
3 Industrials 15.66%
4 Healthcare 13.07%
5 Energy 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.96K ﹤0.01%
625
352
$8.87K ﹤0.01%
245
353
$8.68K ﹤0.01%
300
354
$8.37K ﹤0.01%
1,041
-11
355
$8.07K ﹤0.01%
45
+40
356
$8.01K ﹤0.01%
225
357
$7.98K ﹤0.01%
185
+75
358
$7.89K ﹤0.01%
127
359
$7.84K ﹤0.01%
175
360
$7.58K ﹤0.01%
300
361
$7.48K ﹤0.01%
300
362
$7.43K ﹤0.01%
300
363
$7.3K ﹤0.01%
285
364
$7.27K ﹤0.01%
+150
365
$7.22K ﹤0.01%
400
366
$7.12K ﹤0.01%
152
367
$6.82K ﹤0.01%
106
368
$6.57K ﹤0.01%
500
369
$6.12K ﹤0.01%
136
370
$5.92K ﹤0.01%
134
371
$5.84K ﹤0.01%
85
372
$5.65K ﹤0.01%
128
-167
373
$5.48K ﹤0.01%
140
374
$5.4K ﹤0.01%
+340
375
$5.21K ﹤0.01%
266
13 14
15
16 17