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
$916M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$788K
3
+$787K
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$601K
5
UNH icon
UnitedHealth
UNH
+$581K

Top Sells

1
+$5.41M
2
+$4.82M
3
+$2.75M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.17M
5
IBM icon
IBM
IBM
+$1.81M

Sector Composition

1 Energy 20.31%
2 Industrials 17.47%
3 Financials 15.19%
4 Technology 13.97%
5 Healthcare 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9.34K ﹤0.01%
24,000
377
$9.21K ﹤0.01%
100
378
$9.19K ﹤0.01%
110
379
$8.99K ﹤0.01%
320
-1,800
380
$8.45K ﹤0.01%
666
381
$8.32K ﹤0.01%
150
382
$8.18K ﹤0.01%
427
383
$8.06K ﹤0.01%
400
384
$7.93K ﹤0.01%
1,133
385
$7.91K ﹤0.01%
50
-5
386
$7.57K ﹤0.01%
150
387
$7.56K ﹤0.01%
80
388
$7.55K ﹤0.01%
229
389
$7.42K ﹤0.01%
333
390
$7.21K ﹤0.01%
+215
391
$7K ﹤0.01%
120
392
$6.98K ﹤0.01%
400
393
$6.53K ﹤0.01%
245
394
$6.3K ﹤0.01%
+250
395
$6.2K ﹤0.01%
181
-33
396
$6.11K ﹤0.01%
124
397
$6.11K ﹤0.01%
390
398
$6.06K ﹤0.01%
454
399
$5.85K ﹤0.01%
1,000
400
$5.8K ﹤0.01%
511
14 15
16
17 18