ECM
Estabrook Capital Management Portfolio holdings
AUM
$650M
This Quarter Return
+3.09%
1 Year Return
+16.71%
3 Year Return
+64.58%
5 Year Return
+126.18%
10 Year Return
+247.95%
AUM
$945M
AUM Growth
–
Cap. Flow
+$945M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.27%
Holding
484
New
484
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$36.5M |
| 2 |
GE Aerospace
GE
|
$32M |
| 3 |
IBM
IBM
|
$31M |
| 4 |
Microsoft
MSFT
|
$30M |
| 5 |
Honeywell
HON
|
$27.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 20.03% |
| 2 | Industrials | 16.93% |
| 3 | Financials | 15.39% |
| 4 | Technology | 14.15% |
| 5 | Healthcare | 8.86% |