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
$675M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.31M
3
+$2.27M
4
WHR icon
Whirlpool
WHR
+$2.07M
5
MMM icon
3M
MMM
+$1.91M

Top Sells

1
+$5.55M
2
+$3.62M
3
+$3.03M
4
RTX icon
RTX Corp
RTX
+$2.98M
5
DD
Du Pont De Nemours E I
DD
+$2.26M

Sector Composition

1 Financials 17.66%
2 Industrials 16.39%
3 Technology 15.73%
4 Healthcare 13.73%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.88K ﹤0.01%
300
352
$7.73K ﹤0.01%
300
353
$7.65K ﹤0.01%
300
354
$7.49K ﹤0.01%
225
355
$7.46K ﹤0.01%
128
356
$7.41K ﹤0.01%
137
357
$6.83K ﹤0.01%
140
358
$6.6K ﹤0.01%
152
359
$6.35K ﹤0.01%
134
360
$6.21K ﹤0.01%
136
361
$5.52K ﹤0.01%
89
362
$5.33K ﹤0.01%
200
363
$5.09K ﹤0.01%
200
364
$4.92K ﹤0.01%
266
365
$4.9K ﹤0.01%
5,000
366
$4.54K ﹤0.01%
110
367
$3.66K ﹤0.01%
200
368
$3.42K ﹤0.01%
50
369
$3.1K ﹤0.01%
1,000
370
$3.03K ﹤0.01%
200
371
$2.99K ﹤0.01%
98
372
$2.98K ﹤0.01%
40
373
$2.91K ﹤0.01%
167
374
$2.85K ﹤0.01%
25
375
$2.84K ﹤0.01%
84
13 14
15
16 17