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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
76
$1.06M 0.15%
23,042
-7,402
77
$1.05M 0.15%
5,600
78
$943K 0.14%
1,875
79
$832K 0.12%
12,538
80
$773K 0.11%
1,690
81
$766K 0.11%
12,827
-285
82
$715K 0.1%
2,484
83
$650K 0.09%
13,332
84
$645K 0.09%
25,431
-300
85
$626K 0.09%
27,297
-17,338
86
$605K 0.09%
2,150
87
$545K 0.08%
7,615
88
$544K 0.08%
5,337
89
$543K 0.08%
2,748
-26
90
$523K 0.08%
9,800
91
$478K 0.07%
5,866
92
$476K 0.07%
500
93
$465K 0.07%
3,417
-90
94
$451K 0.07%
10,007
-1,172
95
$443K 0.06%
932
-15
96
$394K 0.06%
6,511
-178
97
$387K 0.06%
12,390
98
$343K 0.05%
1,123
-100
99
$338K 0.05%
9,505
100
$331K 0.05%
2,045
-10
2 3
4
5 6