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
$945M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$32M
3
+$31M
4
MSFT icon
Microsoft
MSFT
+$30M
5
HON icon
Honeywell
HON
+$27.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 20.03%
2 Industrials 16.93%
3 Financials 15.39%
4 Technology 14.15%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9.68K ﹤0.01%
+500
377
$9.65K ﹤0.01%
+750
378
$9.52K ﹤0.01%
+398
379
$9.4K ﹤0.01%
+400
380
$8.89K ﹤0.01%
+156
381
$8.71K ﹤0.01%
+666
382
$8.46K ﹤0.01%
+100
383
$8.42K ﹤0.01%
+24,000
384
$8.41K ﹤0.01%
+1,052
385
$8.32K ﹤0.01%
+55
386
$8.19K ﹤0.01%
+427
387
$7.76K ﹤0.01%
+12,000
388
$7.54K ﹤0.01%
+150
389
$7.52K ﹤0.01%
+229
390
$7.48K ﹤0.01%
+110
391
$7.45K ﹤0.01%
+400
392
$7.34K ﹤0.01%
+120
393
$7.21K ﹤0.01%
+333
394
$7.09K ﹤0.01%
+400
395
$7K ﹤0.01%
+215
396
$6.86K ﹤0.01%
+80
397
$6.8K ﹤0.01%
+245
398
$6.48K ﹤0.01%
+150
399
$6.46K ﹤0.01%
+390
400
$6.05K ﹤0.01%
+214
14 15
16
17 18