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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
$808M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.81M
3
+$4.49M
4
AAPL icon
Apple
AAPL
+$2.73M
5
XOM icon
Exxon Mobil
XOM
+$2.73M

Top Sells

1
+$5.18M
2
+$4.75M
3
+$3.86M
4
WFT
Weatherford International plc
WFT
+$3.49M
5
GE icon
GE Aerospace
GE
+$3.27M

Sector Composition

1 Financials 19.31%
2 Industrials 16.51%
3 Technology 15.93%
4 Energy 12.46%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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427
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428
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-5
429
– –
-3,200
430
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-110
431
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-649
432
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-473
433
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-11
434
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435
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436
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-1
437
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-700
438
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-700
439
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-7,365
440
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-500
441
$0 ﹤0.01%
43
-2
442
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-50
443
– –
-400
444
– –
-3,000
14 15 16 17
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