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
$612M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$97.5K
2 +$25K
3 +$21K
4
MTB icon
M&T Bank
MTB
+$20.6K
5
VLTO icon
Veralto
VLTO
+$16K

Top Sells

1 +$1.33M
2 +$1.26M
3 +$1.01M
4
GLW icon
Corning
GLW
+$987K
5
C icon
Citigroup
C
+$766K

Sector Composition

1 Technology 26.89%
2 Financials 17.25%
3 Industrials 13.58%
4 Healthcare 13.17%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$184K 0.03%
794
-102
127
$172K 0.03%
6,950
128
$169K 0.03%
2,600
129
$167K 0.03%
1,200
130
$144K 0.02%
12,188
131
$143K 0.02%
3,000
132
$142K 0.02%
473
133
$139K 0.02%
1,325
134
$134K 0.02%
5,300
135
$133K 0.02%
6,000
136
$130K 0.02%
1,895
137
$128K 0.02%
1,500
138
$127K 0.02%
1,045
139
$127K 0.02%
510
140
$121K 0.02%
1,500
141
$120K 0.02%
628
-270
142
$116K 0.02%
1,100
143
$113K 0.02%
1,266
144
$111K 0.02%
700
145
$109K 0.02%
6,400
146
$108K 0.02%
2,990
147
$104K 0.02%
1,340
148
$103K 0.02%
1,128
149
$102K 0.02%
2,214
150
$101K 0.02%
2,350