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
$582M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$144K
3
+$104K
4
NVDA icon
NVIDIA
NVDA
+$72.3K
5
IMPP icon
Imperial Petroleum
IMPP
+$59.1K

Top Sells

1
+$952K
2
+$926K
3
+$812K
4
MSFT icon
Microsoft
MSFT
+$766K
5
BA icon
Boeing
BA
+$460K

Sector Composition

1 Technology 22.84%
2 Financials 17.06%
3 Healthcare 15.79%
4 Industrials 13.71%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$64.8K 0.01%
5,500
177
$62.8K 0.01%
510
178
$60.3K 0.01%
1,400
179
$59.1K 0.01%
+16,333
180
$58.8K 0.01%
2,027
-2,200
181
$56.4K 0.01%
576
182
$55.4K 0.01%
626
183
$55.2K 0.01%
1,100
184
$53.2K 0.01%
153
185
$52.8K 0.01%
4,451
186
$51.6K 0.01%
3,200
187
$51.4K 0.01%
721
188
$51.2K 0.01%
2,705
189
$51K 0.01%
600
190
$50.7K 0.01%
1,443
191
$48.4K 0.01%
608
192
$47.5K 0.01%
2,274
-5,000
193
$47.5K 0.01%
650
194
$46.7K 0.01%
830
195
$46.1K 0.01%
10
196
$44.2K 0.01%
185
197
$44K 0.01%
3,468
198
$43.9K 0.01%
331
199
$43.5K 0.01%
710
200
$41.2K 0.01%
1,450
6 7
8
9 10