ECM

Estabrook Capital Management Portfolio holdings

AUM $650M
1-Year Est. Return 16.71%
This Quarter Est. Return
1 Year Est. Return
+16.71%
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 +$36.5M
2 +$32M
3 +$31M
4
MSFT icon
Microsoft
MSFT
+$30M
5
HON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$2 ﹤0.01%
+242
452
$0 ﹤0.01%
+109
453
$0 ﹤0.01%
+20
454
$0 ﹤0.01%
+335
455
$0 ﹤0.01%
+132