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
$600M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$517K
2 +$213K
3 +$112K
4
ETN icon
Eaton
ETN
+$98.8K
5
SCHW icon
Charles Schwab
SCHW
+$78.6K

Top Sells

1 +$1.58M
2 +$1.3M
3 +$622K
4
C icon
Citigroup
C
+$477K
5
LLY icon
Eli Lilly
LLY
+$338K

Sector Composition

1 Technology 27.04%
2 Financials 15.8%
3 Healthcare 13.99%
4 Industrials 13.35%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$0 ﹤0.01%
242
352
$0 ﹤0.01%
291