ECM

Estabrook Capital Management Portfolio holdings

AUM $686M
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
+18.9%
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 Ltd
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
126
$239K 0.04%
981
-96
127
$239K 0.04%
2,875
128
$237K 0.04%
1,900
129
$236K 0.04%
11,800
130
$227K 0.04%
4,704
131
$220K 0.03%
12,035
132
$219K 0.03%
4,230
133
$218K 0.03%
5,846
-50
134
$216K 0.03%
1,200
135
$214K 0.03%
4,739
-417
136
$213K 0.03%
1,750
137
$205K 0.03%
8,314
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138
$205K 0.03%
3,800
139
$195K 0.03%
2,435
140
$192K 0.03%
3,207
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141
$188K 0.03%
1,428
142
$186K 0.03%
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143
$179K 0.03%
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144
$178K 0.03%
1,000
145
$174K 0.03%
11,800
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146
$172K 0.03%
3,580
-1,000
147
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910
148
$163K 0.03%
6,000
149
$160K 0.02%
1,306
-204
150
$159K 0.02%
6,000
4 5
6
7 8