ECM
Estabrook Capital Management Portfolio holdings
AUM
$650M
1-Year Return
16.71%
This Quarter Return
-0.49%
1 Year Return
+16.71%
3 Year Return
+64.58%
5 Year Return
+126.18%
10 Year Return
+247.95%
AUM
$680M
AUM Growth
-$24.6M
(-3.5%)
Cap. Flow
-$10.3M
Cap. Flow
% of AUM
-1.51%
Top 10 Holdings %
Top 10 Hldgs %
39.54%
Holding
457
New
10
Increased
45
Reduced
103
Closed
38
Top Buys
| 1 |
Amazon
AMZN
|
+$1.1M |
| 2 |
Shell
SHEL
|
+$535K |
| 3 |
Hanesbrands
HBI
|
+$471K |
| 4 |
Medtronic
MDT
|
+$377K |
| 5 |
Qualcomm
QCOM
|
+$372K |
Top Sells
| 1 |
Costco
COST
|
+$1.5M |
| 2 |
Microsoft
MSFT
|
+$1.44M |
| 3 |
Apple
AAPL
|
+$1.38M |
| 4 |
Union Pacific
UNP
|
+$572K |
| 5 |
Chubb
CB
|
+$527K |
Sector Composition
| 1 | Technology | 26.09% |
| 2 | Financials | 16.43% |
| 3 | Healthcare | 14.01% |
| 4 | Industrials | 13.39% |
| 5 | Consumer Staples | 7.61% |
