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
$675M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.31M
3
+$2.27M
4
WHR icon
Whirlpool
WHR
+$2.07M
5
MMM icon
3M
MMM
+$1.91M

Top Sells

1
+$5.55M
2
+$3.62M
3
+$3.03M
4
RTX icon
RTX Corp
RTX
+$2.98M
5
DD
Du Pont De Nemours E I
DD
+$2.26M

Sector Composition

1 Financials 17.66%
2 Industrials 16.39%
3 Technology 15.73%
4 Healthcare 13.73%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.47%
77,538
52
$2.98M 0.44%
24,893
53
$2.83M 0.42%
65,059
-500
54
$2.66M 0.39%
13,446
55
$2.46M 0.36%
78,972
-932
56
$2.37M 0.35%
45,572
-557
57
$2.34M 0.35%
9,000
-1,000
58
$2.13M 0.32%
37,080
-2,150
59
$2.07M 0.31%
+11,487
60
$1.83M 0.27%
13,603
+7,883
61
$1.78M 0.26%
182,695
-200
62
$1.75M 0.26%
24,275
-300
63
$1.75M 0.26%
76,437
+68,964
64
$1.72M 0.25%
77,177
+33,277
65
$1.71M 0.25%
26,830
+800
66
$1.69M 0.25%
106,188
67
$1.67M 0.25%
56,352
+1,036
68
$1.46M 0.22%
71,980
-366
69
$1.37M 0.2%
23,942
70
$1.37M 0.2%
20,268
71
$1.35M 0.2%
16,348
-136
72
$1.18M 0.18%
20,000
73
$1.15M 0.17%
18,430
74
$1.08M 0.16%
43,254
+23,154
75
$1.07M 0.16%
9,568
-500
1 2
3
4 5