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
$973M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$5.66M
3
+$4.26M
4
NVGS icon
Navigator Holdings
NVGS
+$2.02M
5
F icon
Ford
F
+$1.89M

Top Sells

1
+$9.89M
2
+$4.54M
3
+$2.19M
4
CL icon
Colgate-Palmolive
CL
+$1.44M
5
TRP icon
TC Energy
TRP
+$1.18M

Sector Composition

1 Energy 18.75%
2 Industrials 18.15%
3 Financials 15.97%
4 Technology 13.8%
5 Healthcare 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.95K ﹤0.01%
400
377
$8.92K ﹤0.01%
+175
378
$8.86K ﹤0.01%
50
379
$8.55K ﹤0.01%
80
380
$8.54K ﹤0.01%
427
381
$8.08K ﹤0.01%
666
382
$7.64K ﹤0.01%
333
383
$7.56K ﹤0.01%
215
384
$7.27K ﹤0.01%
400
385
$7.12K ﹤0.01%
245
386
$6.91K ﹤0.01%
270
387
$6.52K ﹤0.01%
150
388
$6.44K ﹤0.01%
128
389
$6.18K ﹤0.01%
124
390
$6.13K ﹤0.01%
511
391
$6.03K ﹤0.01%
+300
392
$5.59K ﹤0.01%
+1
393
$5.56K ﹤0.01%
454
394
$5.48K ﹤0.01%
280
-351
395
$5.02K ﹤0.01%
200
396
$4.82K ﹤0.01%
+102
397
$4.17K ﹤0.01%
70
-50
398
$3.87K ﹤0.01%
37
399
$3.77K ﹤0.01%
200
400
$3.6K ﹤0.01%
81
14 15
16
17 18