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
$661M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$738K
3 +$497K
4
SLB icon
SLB Ltd
SLB
+$325K
5
WMB icon
Williams Companies
WMB
+$318K

Top Sells

1 +$2.45M
2 +$1.81M
3 +$1.46M
4
HAL icon
Halliburton
HAL
+$1.45M
5
PFE icon
Pfizer
PFE
+$1.14M

Sector Composition

1 Technology 20.54%
2 Financials 18.43%
3 Industrials 14.31%
4 Healthcare 12.9%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-1,091
352
$0 ﹤0.01%
242
353
-2,036