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
$644M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.77M
3
+$1.27M
4
MDT icon
Medtronic
MDT
+$699K
5
SLB icon
SLB Limited
SLB
+$473K

Top Sells

1
+$14.8M
2
+$2.69M
3
+$2.46M
4
F icon
Ford
F
+$1.12M
5
AAPL icon
Apple
AAPL
+$767K

Sector Composition

1 Financials 19.73%
2 Technology 16.77%
3 Industrials 16.02%
4 Healthcare 12.77%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$462K 0.07%
9,480
102
$461K 0.07%
2,860
+149
103
$460K 0.07%
103,000
-7,000
104
$452K 0.07%
5,350
105
$448K 0.07%
8,997
-430
106
$436K 0.07%
5,646
107
$430K 0.07%
10,100
108
$423K 0.07%
5,207
-1,730
109
$404K 0.06%
3,216
110
$399K 0.06%
2,700
111
$376K 0.06%
4,800
-422
112
$365K 0.06%
3,988
113
$342K 0.05%
8,886
-800
114
$328K 0.05%
9,455
-163
115
$323K 0.05%
7,721
-105
116
$314K 0.05%
2,003
117
$299K 0.05%
2,545
-75
118
$282K 0.04%
4,940
119
$281K 0.04%
4,250
120
$278K 0.04%
3,000
121
$265K 0.04%
5,750
+2,990
122
$264K 0.04%
1,775
123
$261K 0.04%
2,457
124
$257K 0.04%
4,500
125
$244K 0.04%
3,250
3 4
5
6 7