ECM
Estabrook Capital Management Portfolio holdings
AUM
$650M
1-Year Return
16.71%
This Quarter Return
+3.17%
1 Year Return
+16.71%
3 Year Return
+64.58%
5 Year Return
+126.18%
10 Year Return
+247.95%
AUM
$668M
AUM Growth
-$7.88M
(-1.2%)
Cap. Flow
-$24M
Cap. Flow
% of AUM
-3.59%
Top 10 Holdings %
Top 10 Hldgs %
31.99%
Holding
459
New
13
Increased
41
Reduced
117
Closed
25
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$6.12M |
| 2 |
Corning
GLW
|
$2.3M |
| 3 |
Duke Energy
DUK
|
$2.05M |
| 4 |
Chevron
CVX
|
$1.71M |
| 5 |
Whirlpool
WHR
|
$1.7M |
Top Sells
| 1 |
PPL Corp
PPL
|
$8.94M |
| 2 |
Williams Companies
WMB
|
$3.29M |
| 3 |
GE Aerospace
GE
|
$1.61M |
| 4 |
Citigroup
C
|
$1.61M |
| 5 |
Microsoft
MSFT
|
$1.56M |
Sector Composition
| 1 | Financials | 17.43% |
| 2 | Industrials | 16.42% |
| 3 | Technology | 14.97% |
| 4 | Healthcare | 14.84% |
| 5 | Energy | 9.03% |