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
151
$99.5K 0.02%
1,000
152
$98.4K 0.02%
1,292
153
$97.2K 0.02%
1,200
154
$96.8K 0.02%
435
155
$96.6K 0.02%
372
-37
156
$87.1K 0.01%
331
157
$86.2K 0.01%
2,082
158
$84.2K 0.01%
5,500
159
$84K 0.01%
4,000
160
$77K 0.01%
633
161
$76K 0.01%
939
-23
162
$74.9K 0.01%
1,250
-150
163
$74.6K 0.01%
400
164
$71.7K 0.01%
319
165
$71.1K 0.01%
553
166
$68.8K 0.01%
1,919
167
$66.1K 0.01%
1,836
-98
168
$65.3K 0.01%
153
169
$64.9K 0.01%
1,806
-5,500
170
$63K 0.01%
9
171
$62K 0.01%
3,513
-7,794
172
$61.4K 0.01%
4,451
173
$61.1K 0.01%
325
174
$60.4K 0.01%
2,230
175
$60K 0.01%
1,200
5 6
7
8 9