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
$675M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.31M
3
+$2.27M
4
WHR icon
Whirlpool
WHR
+$2.07M
5
MMM icon
3M
MMM
+$1.91M

Top Sells

1
+$5.55M
2
+$3.62M
3
+$3.03M
4
RTX icon
RTX Corp
RTX
+$2.98M
5
DD
Du Pont De Nemours E I
DD
+$2.26M

Sector Composition

1 Financials 17.66%
2 Industrials 16.39%
3 Technology 15.73%
4 Healthcare 13.73%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$94.6K 0.01%
3,530
177
$94.3K 0.01%
3,600
178
$93.9K 0.01%
3,550
179
$93.2K 0.01%
2,610
-525
180
$92.3K 0.01%
3,500
181
$92.1K 0.01%
9,654
182
$91.3K 0.01%
3,725
183
$90.5K 0.01%
4,050
184
$88.5K 0.01%
3,467
185
$87.6K 0.01%
3,350
+1,000
186
$87K 0.01%
6,151
187
$85.8K 0.01%
4,559
188
$85.1K 0.01%
3,300
189
$85K 0.01%
1,500
190
$77K 0.01%
12,188
191
$74.9K 0.01%
1,400
192
$73.9K 0.01%
1,901
193
$73.6K 0.01%
1,848
194
$72.7K 0.01%
2,905
-790
195
$70.1K 0.01%
2,650
196
$69.7K 0.01%
831
197
$66.9K 0.01%
600
198
$66.6K 0.01%
2,945
199
$66.1K 0.01%
1,719
200
$66K 0.01%
1,645
6 7
8
9 10