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
$808M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.67M
3
+$4.46M
4
AAPL icon
Apple
AAPL
+$2.68M
5
XOM icon
Exxon Mobil
XOM
+$2.65M

Top Sells

1
+$5.37M
2
+$4.46M
3
+$3.91M
4
GE icon
GE Aerospace
GE
+$3.21M
5
WFT
Weatherford International plc
WFT
+$3.08M

Sector Composition

1 Financials 19.31%
2 Industrials 16.51%
3 Technology 15.93%
4 Energy 12.46%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.32M 0.53%
216,456
+39,975
52
$4.06M 0.5%
10,043
53
$3.89M 0.48%
252,535
-7,150
54
$3.77M 0.47%
53,442
-3,015
55
$3.23M 0.4%
70,575
-1,950
56
$2.69M 0.33%
100,272
+246
57
$2.66M 0.33%
26,163
-2,450
58
$2.63M 0.33%
46,470
-2,166
59
$2.22M 0.28%
32,944
-6,281
60
$2.13M 0.26%
13,446
-31
61
$2.12M 0.26%
32,658
-3,105
62
$2.11M 0.26%
25,275
-285
63
$2.1M 0.26%
40,830
-7,290
64
$1.91M 0.24%
28,630
+2,850
65
$1.86M 0.23%
75,414
-16
66
$1.85M 0.23%
43,235
+69
67
$1.79M 0.22%
17,064
+8,354
68
$1.75M 0.22%
22,483
-6,242
69
$1.73M 0.21%
106,737
-12,914
70
$1.62M 0.2%
24,142
-150
71
$1.53M 0.19%
13,300
-1,500
72
$1.47M 0.18%
17,969
-7,427
73
$1.36M 0.17%
27,272
-3,562
74
$1.36M 0.17%
22,094
-85
75
$1.31M 0.16%
11,466
+10,041
1 2
3
4 5