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
$582M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$144K
3
+$104K
4
NVDA icon
NVIDIA
NVDA
+$72.3K
5
IMPP icon
Imperial Petroleum
IMPP
+$59.1K

Top Sells

1
+$952K
2
+$926K
3
+$812K
4
MSFT icon
Microsoft
MSFT
+$766K
5
BA icon
Boeing
BA
+$460K

Sector Composition

1 Technology 22.84%
2 Financials 17.06%
3 Healthcare 15.79%
4 Industrials 13.71%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.18%
3,147
-415
77
$956K 0.16%
15,024
78
$929K 0.16%
4,472
-260
79
$893K 0.15%
2,082
80
$840K 0.14%
119,424
+20,500
81
$821K 0.14%
50,697
-1,274
82
$760K 0.13%
30,231
83
$759K 0.13%
63,450
+2,450
84
$712K 0.12%
29,594
+2,252
85
$658K 0.11%
2,130
86
$640K 0.11%
21,682
-9,500
87
$636K 0.11%
15,410
-1,485
88
$631K 0.11%
4,274
89
$607K 0.1%
2,633
90
$547K 0.09%
2,075
91
$509K 0.09%
8,935
-800
92
$506K 0.09%
3,970
93
$478K 0.08%
5,866
94
$470K 0.08%
1,511
95
$463K 0.08%
31,650
+4,950
96
$458K 0.08%
4,404
-29
97
$437K 0.08%
2,522
-60
98
$430K 0.07%
13,875
-3,000
99
$417K 0.07%
8,373
-343
100
$403K 0.07%
11,532
-3,890
2 3
4
5 6