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ECM

Estabrook Capital Management Portfolio holdings

AUM $685M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$686M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$807K
3
+$90.1K
4
F.PRC icon
Ford Motor Co 6.000% Notes due Dec 1 2059
F.PRC
+$65.9K
5
SCHW.PRD
Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
+$62.9K

Top Sells

1
+$1.4M
2
+$690K
3
+$507K
4
DOW icon
Dow Inc
DOW
+$432K
5
AAPL icon
Apple
AAPL
+$413K

Sector Composition

1 Technology 27.8%
2 Financials 21.2%
3 Industrials 13.37%
4 Healthcare 9.53%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.25M 0.47%
9,410
-71
52
$3.24M 0.47%
19,392
-173
53
$3.17M 0.46%
65,525
54
$3.1M 0.45%
4,062
-25
55
$3.07M 0.45%
12,097
-100
56
$3M 0.44%
12,963
-155
57
$2.61M 0.38%
75,889
-1,703
58
$2.51M 0.37%
6,789
+106
59
$2.47M 0.36%
11,427
+233
60
$2.33M 0.34%
9,500
61
$2.21M 0.32%
142,458
-7,200
62
$2.06M 0.3%
29,603
-190
63
$1.93M 0.28%
21,522
-1,133
64
$1.79M 0.26%
8,323
-27
65
$1.78M 0.26%
54,504
66
$1.74M 0.25%
23,232
-84
67
$1.7M 0.25%
59,874
+6
68
$1.67M 0.24%
49,636
-2,505
69
$1.43M 0.21%
4,186
+20
70
$1.38M 0.2%
12,045
-254
71
$1.25M 0.18%
104,700
-7,500
72
$1.25M 0.18%
9,333
73
$1.18M 0.17%
1,606
+22
74
$1.14M 0.17%
12,132
75
$1.12M 0.16%
113,488
-37,123
1 2
3
4 5