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
$668M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$2.3M
3
+$2.05M
4
CVX icon
Chevron
CVX
+$1.71M
5
WHR icon
Whirlpool
WHR
+$1.7M

Top Sells

1
+$8.94M
2
+$3.29M
3
+$1.61M
4
C icon
Citigroup
C
+$1.61M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Sector Composition

1 Financials 17.43%
2 Industrials 16.42%
3 Technology 14.97%
4 Healthcare 14.84%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.84K ﹤0.01%
300
352
$7.76K ﹤0.01%
300
353
$7.25K ﹤0.01%
137
354
$6.71K ﹤0.01%
124
355
$5.47K ﹤0.01%
200
356
$5.16K ﹤0.01%
200
357
$4.8K ﹤0.01%
+21
358
$4.56K ﹤0.01%
110
359
$4.45K ﹤0.01%
1,000
360
$3.83K ﹤0.01%
98
361
$3.8K ﹤0.01%
152
-133
362
$3.78K ﹤0.01%
50
363
$3.22K ﹤0.01%
44
-200
364
$3.16K ﹤0.01%
200
365
$3.09K ﹤0.01%
167
366
$2.91K ﹤0.01%
84
367
$2.9K ﹤0.01%
40
368
$2.86K ﹤0.01%
25
369
$2.85K ﹤0.01%
150
370
$2.76K ﹤0.01%
200
371
$2.68K ﹤0.01%
50
372
$2.62K ﹤0.01%
52
-100
373
$2.25K ﹤0.01%
49
374
$2.18K ﹤0.01%
126
375
$2.11K ﹤0.01%
80
13 14
15
16 17