ECM

Estabrook Capital Management Portfolio holdings

AUM $650M
1-Year Est. Return 16.71%
This Quarter Est. Return
1 Year Est. Return
+16.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$1.26M
3 +$558K
4
MOS icon
The Mosaic Company
MOS
+$286K
5
CAH icon
Cardinal Health
CAH
+$256K

Top Sells

1 +$4.03M
2 +$4M
3 +$1.53M
4
EVER.PRA
EverBank Financial Corp.
EVER.PRA
+$1.14M
5
WFC icon
Wells Fargo
WFC
+$680K

Sector Composition

1 Financials 19.99%
2 Technology 16.3%
3 Industrials 16.21%
4 Healthcare 13.18%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$14 ﹤0.01%
3
377
$5 ﹤0.01%
14
378
-482
379
-2,190
380
-2
381
-1,000
382
-100
383
-1,500
384
-44,804
385
$0 ﹤0.01%
242
386
-2,560
387
-3,196
388
-43