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
$649M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.74M
3
+$2.34M
4
GE icon
GE Aerospace
GE
+$946K
5
CVX icon
Chevron
CVX
+$840K

Top Sells

1
+$3.54M
2
+$3.36M
3
+$3M
4
MSFT icon
Microsoft
MSFT
+$1.2M
5
AAPL icon
Apple
AAPL
+$678K

Sector Composition

1 Technology 25.47%
2 Financials 18.51%
3 Industrials 14.69%
4 Healthcare 13.65%
5 Consumer Staples 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$66.9K 0.01%
2,321
+16
177
$64.6K 0.01%
11,200
178
$63.8K 0.01%
2,500
179
$63.4K 0.01%
2,500
180
$62.2K 0.01%
6,169
181
$61.9K 0.01%
775
-150
182
$59.8K 0.01%
770
-350
183
$59.2K 0.01%
1,326
-720
184
$58.9K 0.01%
275
185
$54.1K 0.01%
1,056
186
$53.6K 0.01%
1,896
187
$53.2K 0.01%
6,000
188
$51K 0.01%
2,000
189
$50.2K 0.01%
833
190
$49.6K 0.01%
2,692
-220
191
$49.6K 0.01%
920
192
$47.6K 0.01%
300
193
$47.5K 0.01%
2,050
194
$47.2K 0.01%
1,325
195
$47.1K 0.01%
10
196
$45.4K 0.01%
250
197
$45.4K 0.01%
900
+100
198
$45K 0.01%
226
199
$44K 0.01%
240
200
$42.3K 0.01%
938
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8
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