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
$675M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.31M
3
+$2.27M
4
WHR icon
Whirlpool
WHR
+$2.07M
5
MMM icon
3M
MMM
+$1.91M

Top Sells

1
+$5.55M
2
+$3.62M
3
+$3.03M
4
RTX icon
RTX Corp
RTX
+$2.98M
5
DD
Du Pont De Nemours E I
DD
+$2.26M

Sector Composition

1 Financials 17.66%
2 Industrials 16.39%
3 Technology 15.73%
4 Healthcare 13.73%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$65.7K 0.01%
2,500
202
$65.6K 0.01%
9,200
203
$65.2K 0.01%
2,400
204
$65.2K 0.01%
2,500
205
$65.1K 0.01%
2,475
-50
206
$64.9K 0.01%
1,425
207
$64.7K 0.01%
190
208
$64.5K 0.01%
2,500
209
$63.8K 0.01%
2,500
210
$63.3K 0.01%
2,500
211
$63.3K 0.01%
2,500
212
$62.5K 0.01%
1,032
-258
213
$62.2K 0.01%
591
214
$62.1K 0.01%
1,200
215
$61.8K 0.01%
2,500
216
$60.9K 0.01%
2,200
217
$59.9K 0.01%
1,243
218
$59.6K 0.01%
2,009
219
$59.6K 0.01%
4,521
-300
220
$59.1K 0.01%
1,508
221
$57.9K 0.01%
600
222
$57.2K 0.01%
810
223
$57.2K 0.01%
1,000
224
$56.9K 0.01%
1,208
225
$56.9K 0.01%
600
7 8
9
10 11