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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
126
$139K 0.02%
2,990
127
$138K 0.02%
1,190
128
$136K 0.02%
473
129
$134K 0.02%
5,300
130
$134K 0.02%
2,350
131
$133K 0.02%
1,200
132
$127K 0.02%
1,500
133
$122K 0.02%
425
134
$113K 0.02%
905
-2
135
$109K 0.02%
435
136
$105K 0.02%
2,398
+16
137
$102K 0.01%
303
-100
138
$98.9K 0.01%
2,213
139
$98.3K 0.01%
445
-9
140
$95.5K 0.01%
388
141
$94K 0.01%
12,188
142
$92.8K 0.01%
272
143
$91.4K 0.01%
+4,000
144
$89.8K 0.01%
982
145
$87.9K 0.01%
338
-4
146
$87.9K 0.01%
608
147
$87K 0.01%
153
148
$86.4K 0.01%
650
149
$83.8K 0.01%
4,000
150
$82.5K 0.01%
250
4 5
6
7 8