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
$808M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.67M
3
+$4.46M
4
AAPL icon
Apple
AAPL
+$2.68M
5
XOM icon
Exxon Mobil
XOM
+$2.65M

Top Sells

1
+$5.37M
2
+$4.46M
3
+$3.91M
4
GE icon
GE Aerospace
GE
+$3.21M
5
WFT
Weatherford International plc
WFT
+$3.08M

Sector Composition

1 Financials 19.31%
2 Industrials 16.51%
3 Technology 15.93%
4 Energy 12.46%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.4K ﹤0.01%
200
377
$3.27K ﹤0.01%
+100
378
$3.04K ﹤0.01%
40
379
$2.95K ﹤0.01%
84
-6,120
380
$2.8K ﹤0.01%
+200
381
$2.72K ﹤0.01%
7
382
$2.36K ﹤0.01%
49
-3,614
383
$2.33K ﹤0.01%
140
384
$2.25K ﹤0.01%
126
385
$2.23K ﹤0.01%
83
386
$2.14K ﹤0.01%
25
387
$2.07K ﹤0.01%
1
388
$2.02K ﹤0.01%
80
389
$1.95K ﹤0.01%
34
390
$1.91K ﹤0.01%
527
391
$1.75K ﹤0.01%
20
392
$1.74K ﹤0.01%
30
393
$1.53K ﹤0.01%
45
-3,289
394
$1.34K ﹤0.01%
150
395
$1.28K ﹤0.01%
86
-6,245
396
$1.25K ﹤0.01%
120
397
$1.22K ﹤0.01%
31
398
$1.07K ﹤0.01%
+67
399
$945 ﹤0.01%
38
400
$917 ﹤0.01%
14
14 15
16
17 18