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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
151
$78.4K 0.01%
331
152
$77.3K 0.01%
830
153
$76.4K 0.01%
4,451
154
$75.2K 0.01%
3,000
155
$73.7K 0.01%
150
-180
156
$73.4K 0.01%
165
157
$72.3K 0.01%
1,433
-10
158
$66.1K 0.01%
+3,000
159
$64.3K 0.01%
8
160
$62.3K 0.01%
1,443
161
$60.7K 0.01%
1,200
162
$60.5K 0.01%
300
163
$60.3K 0.01%
581
+4
164
$56.3K 0.01%
+180
165
$54.9K 0.01%
384
166
$53.4K 0.01%
732
167
$51.9K 0.01%
150
168
$51.7K 0.01%
82
169
$51.6K 0.01%
1,389
170
$51.2K 0.01%
1,189
-7
171
$51.1K 0.01%
1,184
172
$50.2K 0.01%
+2,000
173
$49.3K 0.01%
500
174
$49.3K 0.01%
598
+3
175
$47.5K 0.01%
44
5 6
7
8 9