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
$668M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$2.3M
3
+$2.05M
4
CVX icon
Chevron
CVX
+$1.71M
5
WHR icon
Whirlpool
WHR
+$1.7M

Top Sells

1
+$8.94M
2
+$3.29M
3
+$1.61M
4
C icon
Citigroup
C
+$1.61M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Sector Composition

1 Financials 17.43%
2 Industrials 16.42%
3 Technology 14.97%
4 Healthcare 14.84%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$96.3K 0.01%
1,460
177
$96.3K 0.01%
3,550
178
$96.2K 0.01%
+2,507
179
$95.6K 0.01%
2,100
180
$94.6K 0.01%
6,151
181
$94.2K 0.01%
3,500
182
$92.5K 0.01%
3,725
183
$92.4K 0.01%
1,660
+1,520
184
$92.2K 0.01%
2,986
185
$88.7K 0.01%
1,500
186
$88.3K 0.01%
4,050
187
$88K 0.01%
9,654
188
$87.1K 0.01%
3,250
-350
189
$87K 0.01%
3,300
190
$86.6K 0.01%
3,350
191
$86.2K 0.01%
1,894
+249
192
$85.7K 0.01%
+2,190
193
$84.9K 0.01%
3,089
-4,400
194
$81K 0.01%
+800
195
$77.2K 0.01%
747
-1,075
196
$76.3K 0.01%
1,901
197
$75.5K 0.01%
2,905
198
$75K 0.01%
2,945
199
$71.5K 0.01%
3,467
200
$71.3K 0.01%
2,650
6 7
8
9 10