ECM
Estabrook Capital Management Portfolio holdings
AUM
$650M
1-Year Return
16.71%
This Quarter Return
+4.25%
1 Year Return
+16.71%
3 Year Return
+64.58%
5 Year Return
+126.18%
10 Year Return
+247.95%
AUM
$644M
AUM Growth
+$15.5M
(+2.5%)
Cap. Flow
-$7.42M
Cap. Flow
% of AUM
-1.15%
Top 10 Holdings %
Top 10 Hldgs %
34.15%
Holding
415
New
13
Increased
34
Reduced
86
Closed
14
Top Buys
| 1 |
DuPont de Nemours
DD
|
$15.7M |
| 2 |
Baker Hughes
BKR
|
$1.77M |
| 3 |
Costco
COST
|
$1.27M |
| 4 |
Medtronic
MDT
|
$699K |
| 5 |
Schlumberger
SLB
|
$473K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$14.8M |
| 2 |
BHI
Baker Hughes
BHI
|
$2.69M |
| 3 |
Wells Fargo
WFC
|
$2.46M |
| 4 |
Ford
F
|
$1.12M |
| 5 |
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% |
