ECM

Estabrook Capital Management Portfolio holdings

AUM $650M
1-Year Est. Return 16.71%
This Quarter Est. Return
1 Year Est. Return
+16.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$603M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.15M
3
+$1.14M
4
TGT icon
Target
TGT
+$971K
5
IBM icon
IBM
IBM
+$931K

Top Sells

1
+$739K
2
+$716K
3
+$580K
4
PNC icon
PNC Financial Services
PNC
+$475K
5
MSFT icon
Microsoft
MSFT
+$450K

Sector Composition

1 Technology 21.24%
2 Financials 17.65%
3 Industrials 14.35%
4 Healthcare 13.23%
5 Energy 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67.7K 0.01%
500
177
$66.4K 0.01%
2,600
-500
178
$66.4K 0.01%
6,000
179
$65.4K 0.01%
6,827
-500
180
$65.1K 0.01%
747
181
$64K 0.01%
2,500
182
$63.2K 0.01%
550
183
$62.3K 0.01%
2,500
184
$60.1K 0.01%
441
-75
185
$59.4K 0.01%
975
-75
186
$59.1K 0.01%
2,250
187
$58.8K 0.01%
1,585
188
$58.3K 0.01%
2,336
189
$56.9K 0.01%
958
190
$55.6K 0.01%
2,500
191
$55.3K 0.01%
700
192
$53.8K 0.01%
1,182
193
$52.6K 0.01%
2,000
194
$51.8K 0.01%
805
195
$51.5K 0.01%
850
196
$51.2K 0.01%
4,475
197
$49.7K 0.01%
2,000
198
$49.2K 0.01%
1,331
199
$49.1K 0.01%
2,000
200
$48.5K 0.01%
1,850
6 7
8
9 10