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