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
$644M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.77M
3
+$1.27M
4
MDT icon
Medtronic
MDT
+$699K
5
SLB icon
SLB Ltd
SLB
+$473K

Top Sells

1
+$14.8M
2
+$2.69M
3
+$2.46M
4
F icon
Ford
F
+$1.12M
5
AAPL icon
Apple
AAPL
+$767K

Sector Composition

1 Financials 19.73%
2 Technology 16.77%
3 Industrials 16.02%
4 Healthcare 12.77%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$103K 0.02%
3,627
177
$102K 0.02%
1,800
-1,250
178
$101K 0.02%
12,188
179
$96K 0.01%
1,495
180
$95.9K 0.01%
1,350
181
$95.9K 0.01%
1,246
182
$95.6K 0.01%
3,550
183
$94.5K 0.01%
1,000
184
$93.3K 0.01%
2,294
185
$89.2K 0.01%
591
186
$89K 0.01%
2,036
187
$88.9K 0.01%
3,500
188
$86.9K 0.01%
3,250
189
$86.7K 0.01%
1,168
190
$85.1K 0.01%
3,300
191
$84.9K 0.01%
190
192
$84.5K 0.01%
6,151
193
$84.3K 0.01%
3,100
194
$83.5K 0.01%
600
195
$77.6K 0.01%
1,927
196
$76.5K 0.01%
800
197
$75.2K 0.01%
296
198
$73.9K 0.01%
1,373
199
$72.1K 0.01%
900
200
$69.6K 0.01%
1,520
6 7
8
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