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
$661M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$738K
3
+$497K
4
SLB icon
SLB Ltd
SLB
+$325K
5
WMB icon
Williams Companies
WMB
+$318K

Top Sells

1
+$2.45M
2
+$1.81M
3
+$1.46M
4
HAL icon
Halliburton
HAL
+$1.45M
5
PFE icon
Pfizer
PFE
+$1.14M

Sector Composition

1 Technology 20.54%
2 Financials 18.43%
3 Industrials 14.31%
4 Healthcare 12.9%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$79K 0.01%
6,151
177
$78.4K 0.01%
500
178
$78K 0.01%
900
179
$77K 0.01%
1,096
+250
180
$76.2K 0.01%
500
181
$75.3K 0.01%
805
182
$74.4K 0.01%
3,720
183
$70.7K 0.01%
430
184
$68.3K 0.01%
2,331
185
$68.3K 0.01%
2,650
186
$68.3K 0.01%
2,700
187
$68.2K 0.01%
3,847
188
$67.6K 0.01%
1,300
189
$64K 0.01%
2,475
190
$63.2K 0.01%
1,000
191
$62.8K 0.01%
2,500
192
$62.6K 0.01%
2,500
193
$62K 0.01%
2,500
194
$59.8K 0.01%
2,500
195
$58.9K 0.01%
1,050
-50
196
$58.7K 0.01%
2,707
197
$56.3K 0.01%
2,200
198
$56.1K 0.01%
550
199
$55.9K 0.01%
700
200
$55.7K 0.01%
3,503
6 7
8
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