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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
101
$317K 0.05%
1,444
102
$314K 0.05%
5,689
103
$310K 0.05%
1,315
-100
104
$300K 0.04%
976
105
$287K 0.04%
943
+25
106
$283K 0.04%
11,300
+2,500
107
$280K 0.04%
2,000
108
$263K 0.04%
2,670
109
$260K 0.04%
1,600
110
$256K 0.04%
9,400
111
$251K 0.04%
1,500
112
$233K 0.03%
10,400
-200
113
$231K 0.03%
1,233
-15
114
$224K 0.03%
640
115
$187K 0.03%
6,000
116
$183K 0.03%
5,302
117
$179K 0.03%
1,706
118
$169K 0.02%
650
119
$168K 0.02%
1,997
-165
120
$160K 0.02%
3,825
121
$158K 0.02%
566
-5
122
$157K 0.02%
6,400
123
$155K 0.02%
6,200
124
$141K 0.02%
911
-30
125
$141K 0.02%
250
3 4
5
6 7