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
$644M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.77M
3
+$1.27M
4
MDT icon
Medtronic
MDT
+$699K
5
SLB icon
SLB Ltd
SLB
+$473K

Top Sells

1
+$14.8M
2
+$2.69M
3
+$2.46M
4
F icon
Ford
F
+$1.12M
5
AAPL icon
Apple
AAPL
+$767K

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
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-1,250
379
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-220
380
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-49,265
381
$0 ﹤0.01%
242
382
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-2,000
383
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-2,000
384
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-350
385
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-183,605
386
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-1
387
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-3,467
388
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-300
389
– –
-3,500
390
– –
-70
12 13 14 15
16