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ECM

Estabrook Capital Management Portfolio holdings

AUM $685M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$1.71M
3
+$1.21M
4
MDT icon
Medtronic
MDT
+$746K
5
DTK.CL
Deutsche Bank Contingent Cap Tst
DTK.CL
+$456K

Top Sells

1
+$14.8M
2
+$2.69M
3
+$2.37M
4
F icon
Ford
F
+$1.05M
5
AAPL icon
Apple
AAPL
+$772K

Sector Composition

1 Financials 19.73%
2 Technology 16.77%
3 Industrials 16.02%
4 Healthcare 12.77%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16 ﹤0.01%
3
377
$5 ﹤0.01%
14
378
– –
-1,250
379
– –
-220
380
– –
-300
381
– –
-49,265
382
$0 ﹤0.01%
242
383
– –
-3,500
384
– –
-70
385
– –
-350
386
– –
-183,605
387
– –
-1
388
– –
-3,467
389
– –
-2,000
390
– –
-2,000
12 13 14 15
16