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ECM

Estabrook Capital Management Portfolio holdings

AUM $685M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.64M
3
+$1.6M
4
GRA
W.R. Grace & Co.
GRA
+$763K
5
CHX
ChampionX
CHX
+$725K

Top Sells

1
+$2.56M
2
+$2.17M
3
+$1.62M
4
TWX
Time Warner Inc
TWX
+$1.47M
5
TIF
Tiffany & Co.
TIF
+$977K

Sector Composition

1 Technology 19.36%
2 Financials 18.8%
3 Industrials 14.05%
4 Healthcare 12.09%
5 Energy 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-2,269
352
$0 ﹤0.01%
242
353
– –
-21
354
– –
-200
355
– –
-900
356
– –
-2,159
357
– –
-1,200
358
– –
-325
11 12 13 14
15