ECM

Estabrook Capital Management Portfolio holdings

AUM $681M
1-Year Est. Return 21.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$576M
AUM Growth
-$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$745K
3
+$590K
4
SCHW.PRD icon
Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
+$198K
5
BAC icon
Bank of America
BAC
+$122K

Top Sells

1
+$4.4M
2
+$2.01M
3
+$1.7M
4
NSC icon
Norfolk Southern
NSC
+$1.12M
5
AAPL icon
Apple
AAPL
+$919K

Sector Composition

1 Technology 25.66%
2 Financials 15.98%
3 Healthcare 14.5%
4 Industrials 13.22%
5 Energy 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
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$0 ﹤0.01%
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