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
$916M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$788K
3
+$787K
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$601K
5
UNH icon
UnitedHealth
UNH
+$581K

Top Sells

1
+$5.41M
2
+$4.82M
3
+$2.75M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.17M
5
IBM icon
IBM
IBM
+$1.81M

Sector Composition

1 Energy 20.31%
2 Industrials 17.47%
3 Financials 15.19%
4 Technology 13.97%
5 Healthcare 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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-1,500
453
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$0 ﹤0.01%
45
-87
466
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-500
467
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468
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-12,000
15 16 17 18
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