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
$916M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$788K
3
+$787K
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$601K
5
UNH icon
UnitedHealth
UNH
+$581K

Top Sells

1
+$5.41M
2
+$4.82M
3
+$2.75M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.17M
5
IBM icon
IBM
IBM
+$1.81M

Sector Composition

1 Energy 20.31%
2 Industrials 17.47%
3 Financials 15.19%
4 Technology 13.97%
5 Healthcare 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.28K ﹤0.01%
270
402
$5.27K ﹤0.01%
128
403
$5K ﹤0.01%
200
404
$4.7K ﹤0.01%
300
405
$3.92K ﹤0.01%
+37
406
$3.83K ﹤0.01%
7
407
$3.66K ﹤0.01%
100
-25
408
$3.33K ﹤0.01%
200
409
$3.33K ﹤0.01%
81
410
$2.68K ﹤0.01%
100
411
$2.59K ﹤0.01%
85
412
$2.13K ﹤0.01%
+20
413
$2.07K ﹤0.01%
40
414
$2.04K ﹤0.01%
83
415
$1.9K ﹤0.01%
200
416
$1.85K ﹤0.01%
40
417
$1.72K ﹤0.01%
34
418
$1.26K ﹤0.01%
25
419
$1.24K ﹤0.01%
30
420
$1.01K ﹤0.01%
+58
421
$960 ﹤0.01%
14
422
$810 ﹤0.01%
75
423
$753 ﹤0.01%
31
424
$708 ﹤0.01%
+28
425
$671 ﹤0.01%
1,000
15 16
17
18 19