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
$644M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.77M
3
+$1.27M
4
MDT icon
Medtronic
MDT
+$699K
5
SLB icon
SLB Ltd
SLB
+$473K

Top Sells

1
+$14.8M
2
+$2.69M
3
+$2.46M
4
F icon
Ford
F
+$1.12M
5
AAPL icon
Apple
AAPL
+$767K

Sector Composition

1 Financials 19.73%
2 Technology 16.77%
3 Industrials 16.02%
4 Healthcare 12.77%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.64K ﹤0.01%
86
352
$1.33K ﹤0.01%
116
353
$1.25K ﹤0.01%
80
354
$1.19K ﹤0.01%
50
355
$1.17K ﹤0.01%
38
356
$1.06K ﹤0.01%
40
357
$1.03K ﹤0.01%
22
358
$889 ﹤0.01%
42
359
$738 ﹤0.01%
18
360
$719 ﹤0.01%
19
361
$690 ﹤0.01%
120
362
$552 ﹤0.01%
+3,000
363
$493 ﹤0.01%
30
364
$460 ﹤0.01%
100
365
$458 ﹤0.01%
63
366
$456 ﹤0.01%
7
367
$309 ﹤0.01%
7
368
$120 ﹤0.01%
6
369
$71 ﹤0.01%
25
-300
370
$70 ﹤0.01%
1
371
$52 ﹤0.01%
22
372
$36 ﹤0.01%
5
373
$35 ﹤0.01%
3
374
$27 ﹤0.01%
2
375
$22 ﹤0.01%
+1
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