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
$638M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.24M
3
+$1.23M
4
TXN icon
Texas Instruments
TXN
+$763K
5
IBM icon
IBM
IBM
+$639K

Top Sells

1
+$2.71M
2
+$2.46M
3
+$2.01M
4
JPM icon
JPMorgan Chase
JPM
+$1.54M
5
CSCO icon
Cisco
CSCO
+$1.39M

Sector Composition

1 Financials 19.82%
2 Technology 19.36%
3 Industrials 14.63%
4 Healthcare 12.1%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$93.7K 0.01%
3,550
177
$87.5K 0.01%
1,700
-100
178
$85.2K 0.01%
8,332
-48
179
$85.1K 0.01%
3,250
180
$84K 0.01%
1,246
181
$82.9K 0.01%
541
-50
182
$81.3K 0.01%
3,100
183
$80.3K 0.01%
6,151
184
$78.8K 0.01%
1,350
185
$75.8K 0.01%
2,100
186
$75.8K 0.01%
900
187
$72.8K 0.01%
3,000
+2,490
188
$72.1K 0.01%
2,036
189
$71.9K 0.01%
800
190
$71.4K 0.01%
1,182
191
$69.5K 0.01%
1,373
192
$69K 0.01%
3,720
193
$68.7K 0.01%
430
194
$68.6K 0.01%
2,700
195
$68.5K 0.01%
500
196
$67.9K 0.01%
1,927
197
$67.6K 0.01%
2,650
198
$67.3K 0.01%
6,980
199
$64.5K 0.01%
2,475
200
$63.9K 0.01%
1,300
6 7
8
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