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ECM

Estabrook Capital Management Portfolio holdings

AUM $685M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$686M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$807K
3
+$90.1K
4
F.PRC icon
Ford Motor Co 6.000% Notes due Dec 1 2059
F.PRC
+$65.9K
5
SCHW.PRD
Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
+$62.9K

Top Sells

1
+$1.4M
2
+$690K
3
+$507K
4
DOW icon
Dow Inc
DOW
+$432K
5
AAPL icon
Apple
AAPL
+$413K

Sector Composition

1 Technology 27.8%
2 Financials 21.2%
3 Industrials 13.37%
4 Healthcare 9.53%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45.6K 0.01%
380
177
$43.6K 0.01%
220
178
$42.9K 0.01%
300
179
$42K 0.01%
220
180
$41.2K 0.01%
220
181
$38.5K 0.01%
2,672
+90
182
$38.2K 0.01%
80
-30
183
$38.2K 0.01%
650
184
$37.9K 0.01%
2,002
+41
185
$37.7K 0.01%
395
186
$37.2K 0.01%
250
187
$36.7K 0.01%
125
188
$36.5K 0.01%
2,000
189
$36.4K 0.01%
475
190
$34.6K 0.01%
375
191
$33.7K ﹤0.01%
1,650
192
$31.1K ﹤0.01%
373
193
$30.9K ﹤0.01%
250
194
$30.2K ﹤0.01%
961
-12
195
$30.2K ﹤0.01%
1,000
196
$30K ﹤0.01%
127
197
$29K ﹤0.01%
1,355
198
$27.2K ﹤0.01%
576
-9
199
$27K ﹤0.01%
69
200
$26.8K ﹤0.01%
500
-500
6 7
8
9 10