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
$668M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$2.3M
3
+$2.05M
4
CVX icon
Chevron
CVX
+$1.71M
5
WHR icon
Whirlpool
WHR
+$1.7M

Top Sells

1
+$8.94M
2
+$3.29M
3
+$1.61M
4
C icon
Citigroup
C
+$1.61M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Sector Composition

1 Financials 17.43%
2 Industrials 16.42%
3 Technology 14.97%
4 Healthcare 14.84%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.85K ﹤0.01%
83
377
$1.58K ﹤0.01%
34
378
$1.47K ﹤0.01%
20
379
$1.31K ﹤0.01%
50
380
$1.29K ﹤0.01%
26
-110
381
$1.08K ﹤0.01%
38
382
$1.08K ﹤0.01%
116
383
$934 ﹤0.01%
46
-220
384
$922 ﹤0.01%
120
385
$920 ﹤0.01%
40
386
$829 ﹤0.01%
30
387
$691 ﹤0.01%
42
388
$648 ﹤0.01%
1
389
$588 ﹤0.01%
140
390
$562 ﹤0.01%
19
391
$510 ﹤0.01%
7
392
$487 ﹤0.01%
18
393
$474 ﹤0.01%
7
394
$228 ﹤0.01%
63
395
$112 ﹤0.01%
6
396
$82 ﹤0.01%
3
397
$52 ﹤0.01%
22
398
$43 ﹤0.01%
5
399
$42 ﹤0.01%
2,560
400
$33 ﹤0.01%
2
14 15
16
17 18