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
$668M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$2.3M
3
+$2.05M
4
CVX icon
Chevron
CVX
+$1.71M
5
WHR icon
Whirlpool
WHR
+$1.7M

Top Sells

1
+$8.94M
2
+$3.29M
3
+$1.61M
4
C icon
Citigroup
C
+$1.61M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Sector Composition

1 Financials 17.43%
2 Industrials 16.42%
3 Technology 14.97%
4 Healthcare 14.84%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.17M 0.47%
14,246
+800
52
$3.11M 0.47%
52,002
-1,025
53
$3.07M 0.46%
76,038
-1,500
54
$2.97M 0.45%
63,659
-1,400
55
$2.91M 0.44%
119,655
+43,218
56
$2.88M 0.43%
24,563
-330
57
$2.55M 0.38%
45,572
58
$2.29M 0.34%
176,645
-6,050
59
$2.21M 0.33%
35,280
-1,800
60
$2.18M 0.33%
9,000
61
$2M 0.3%
27,230
+400
62
$2M 0.3%
59,472
-19,500
63
$1.93M 0.29%
79,127
+1,950
64
$1.91M 0.29%
24,275
65
$1.78M 0.27%
12,959
-644
66
$1.53M 0.23%
104,227
-1,961
67
$1.46M 0.22%
75,035
+3,055
68
$1.43M 0.21%
23,052
-890
69
$1.38M 0.21%
19,768
-500
70
$1.16M 0.17%
45,254
+2,000
71
$1.13M 0.17%
20,000
72
$1.12M 0.17%
+42,600
73
$1.11M 0.17%
15,848
-500
74
$1.07M 0.16%
18,200
-230
75
$1.06M 0.16%
21,385
+212
1 2
3
4 5