ECM
Estabrook Capital Management Portfolio holdings
AUM
$650M
1-Year Return
16.71%
This Quarter Return
+0.02%
1 Year Return
+16.71%
3 Year Return
+64.58%
5 Year Return
+126.18%
10 Year Return
+247.95%
AUM
$635M
AUM Growth
-$23.1M
(-3.5%)
Cap. Flow
-$22.8M
Cap. Flow
% of AUM
-3.6%
Top 10 Holdings %
Top 10 Hldgs %
39.74%
Holding
332
New
12
Increased
32
Reduced
113
Closed
10
Top Buys
| 1 |
Viatris
VTRS
|
$1.24M |
| 2 |
Ford
F
|
$913K |
| 3 |
AT&T
T
|
$777K |
| 4 |
GE Aerospace
GE
|
$238K |
| 5 |
Schlumberger
SLB
|
$99.8K |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.36M |
| 2 |
NVIDIA
NVDA
|
$2.21M |
| 3 |
JPMorgan Chase
JPM
|
$1.31M |
| 4 |
Honeywell
HON
|
$1.2M |
| 5 |
Apple
AAPL
|
$1.05M |
Sector Composition
| 1 | Technology | 25.49% |
| 2 | Financials | 19.03% |
| 3 | Healthcare | 13.75% |
| 4 | Industrials | 13.54% |
| 5 | Consumer Staples | 7.43% |
