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
$675M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.31M
3
+$2.27M
4
WHR icon
Whirlpool
WHR
+$2.07M
5
MMM icon
3M
MMM
+$1.91M

Top Sells

1
+$5.55M
2
+$3.62M
3
+$3.03M
4
RTX icon
RTX Corp
RTX
+$2.98M
5
DD
Du Pont De Nemours E I
DD
+$2.26M

Sector Composition

1 Financials 17.66%
2 Industrials 16.39%
3 Technology 15.73%
4 Healthcare 13.73%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.55K ﹤0.01%
50
377
$2.51K ﹤0.01%
40
378
$2.5K ﹤0.01%
150
379
$2.45K ﹤0.01%
683
380
$2.08K ﹤0.01%
80
381
$1.96K ﹤0.01%
126
382
$1.92K ﹤0.01%
83
383
$1.88K ﹤0.01%
49
384
$1.75K ﹤0.01%
34
385
$1.45K ﹤0.01%
20
386
$1.41K ﹤0.01%
45
387
$1.35K ﹤0.01%
50
-102
388
$1.2K ﹤0.01%
120
389
$1.06K ﹤0.01%
40
390
$868 ﹤0.01%
30
391
$865 ﹤0.01%
38
392
$827 ﹤0.01%
134
-800
393
$811 ﹤0.01%
116
394
$680 ﹤0.01%
42
+28
395
$660 ﹤0.01%
1
396
$601 ﹤0.01%
18
397
$574 ﹤0.01%
25
-75
398
$536 ﹤0.01%
140
399
$535 ﹤0.01%
19
400
$441 ﹤0.01%
7
14 15
16
17 18