ECM

Estabrook Capital Management Portfolio holdings

AUM $681M
1-Year Est. Return 21.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$945M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1 +$35.1M
2 +$33.1M
3 +$31.8M
4
MSFT icon
Microsoft
MSFT
+$28.5M
5
HON icon
Honeywell
HON
+$26.7M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
+20
452
$0 ﹤0.01%
+335
453
$0 ﹤0.01%
+132