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
$808M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.67M
3
+$4.46M
4
AAPL icon
Apple
AAPL
+$2.68M
5
XOM icon
Exxon Mobil
XOM
+$2.65M

Top Sells

1
+$5.37M
2
+$4.46M
3
+$3.91M
4
GE icon
GE Aerospace
GE
+$3.21M
5
WFT
Weatherford International plc
WFT
+$3.08M

Sector Composition

1 Financials 19.31%
2 Industrials 16.51%
3 Technology 15.93%
4 Energy 12.46%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$85.7K 0.01%
1,901
202
$82.7K 0.01%
1,400
203
$82.2K 0.01%
3,300
204
$80.7K 0.01%
4,559
205
$79K 0.01%
6,151
206
$77.1K 0.01%
9,000
-3,400
207
$77.1K 0.01%
1,913
-48
208
$76.9K 0.01%
1,588
209
$74.7K 0.01%
3,467
210
$74.6K 0.01%
1,140
211
$74.6K 0.01%
1,300
-60
212
$74.5K 0.01%
1,000
213
$73.9K 0.01%
1,242
214
$72.6K 0.01%
2,945
215
$71.3K 0.01%
1,848
216
$70.9K 0.01%
1,243
-3,144
217
$68K 0.01%
1,460
218
$67.8K 0.01%
600
219
$65.9K 0.01%
1,622
-280
220
$65K 0.01%
2,500
221
$64.8K 0.01%
600
222
$64.1K 0.01%
2,500
223
$63.4K 0.01%
2,400
224
$62.7K 0.01%
2,500
225
$62.2K 0.01%
591
7 8
9
10 11