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
$982M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Sells

1 +$5.34M
2 +$4.59M
3 +$4.48M
4
DD icon
DuPont de Nemours
DD
+$2.4M
5
WMB icon
Williams Companies
WMB
+$2.01M

Sector Composition

1 Energy 18.83%
2 Industrials 17.76%
3 Financials 16.89%
4 Technology 14.06%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$9.45K ﹤0.01%
80
377
$9.35K ﹤0.01%
110
378
$9.15K ﹤0.01%
23
379
$9.14K ﹤0.01%
85
380
$8.94K ﹤0.01%
430
381
$8.62K ﹤0.01%
+1,000
382
$8.54K ﹤0.01%
666
383
$8.19K ﹤0.01%
50
384
$7.69K ﹤0.01%
333
385
$7.54K ﹤0.01%
+300
386
$7.4K ﹤0.01%
245
387
$7.34K ﹤0.01%
150
388
$7.24K ﹤0.01%
400
389
$7.19K ﹤0.01%
+200
390
$7.06K ﹤0.01%
+300
391
$6.87K ﹤0.01%
215
392
$6.71K ﹤0.01%
280
393
$6.46K ﹤0.01%
300
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$6.29K ﹤0.01%
128
395
$6.05K ﹤0.01%
454
396
$5.92K ﹤0.01%
511
397
$5.89K ﹤0.01%
200
-17,327
398
$5.68K ﹤0.01%
124
399
$5.28K ﹤0.01%
1
400
$5.1K ﹤0.01%
102