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
$612M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$97.5K
2
+$25K
3
+$21K
4
MTB icon
M&T Bank
MTB
+$20.6K
5
VLTO icon
Veralto
VLTO
+$16K

Top Sells

1
+$1.33M
2
+$1.26M
3
+$1.01M
4
GLW icon
Corning
GLW
+$987K
5
C icon
Citigroup
C
+$766K

Sector Composition

1 Technology 26.89%
2 Financials 17.25%
3 Industrials 13.58%
4 Healthcare 13.17%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$59.2K 0.01%
2,900
177
$59.1K 0.01%
200
178
$58.2K 0.01%
2,705
179
$57K 0.01%
608
180
$56K 0.01%
600
181
$55.3K 0.01%
3,825
182
$53.5K 0.01%
1,443
183
$52.6K 0.01%
855
184
$51.4K 0.01%
500
185
$51.4K 0.01%
732
186
$47.6K 0.01%
1,827
-26,842
187
$46.8K 0.01%
150
188
$46K 0.01%
2,050
189
$44.6K 0.01%
217
190
$43.4K 0.01%
710
191
$43.1K 0.01%
16,331
192
$42K 0.01%
830
193
$41.4K 0.01%
1,450
194
$41K 0.01%
300
195
$40.9K 0.01%
82
196
$40.9K 0.01%
10,000
197
$40.3K 0.01%
220
198
$38.1K 0.01%
621
-100
199
$37.9K 0.01%
365
200
$36.6K 0.01%
650
6 7
8
9 10