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
$611M
AUM Growth
+$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$3.74M
3
+$697K
4
IRM icon
Iron Mountain
IRM
+$670K
5
C icon
Citigroup
C
+$425K

Top Sells

1
+$4.75M
2
+$2.79M
3
+$2.35M
4
COST icon
Costco
COST
+$1M
5
INTC icon
Intel
INTC
+$550K

Sector Composition

1 Technology 21.12%
2 Financials 18.88%
3 Industrials 13.92%
4 Healthcare 12.92%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$73.6K 0.01%
6,827
177
$71.5K 0.01%
1,600
178
$70.8K 0.01%
2,750
179
$69.9K 0.01%
1,817
+1,467
180
$68.1K 0.01%
500
181
$67.8K 0.01%
2,650
182
$67.1K 0.01%
747
183
$66.2K 0.01%
2,600
184
$63.8K 0.01%
441
185
$63.5K 0.01%
2,500
186
$62.8K 0.01%
2,500
187
$61.1K 0.01%
1,585
188
$59.7K 0.01%
3,503
189
$58.9K 0.01%
2,250
190
$58.6K 0.01%
2,500
191
$58.5K 0.01%
700
192
$56.4K 0.01%
958
193
$54.4K 0.01%
1,300
194
$54.4K 0.01%
850
195
$52.4K 0.01%
2,000
196
$51.4K 0.01%
975
197
$50.6K 0.01%
6,000
198
$49.7K 0.01%
2,000
199
$49.6K 0.01%
2,000
200
$48.2K 0.01%
894
6 7
8
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