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
$668M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$2.3M
3
+$2.05M
4
CVX icon
Chevron
CVX
+$1.71M
5
WHR icon
Whirlpool
WHR
+$1.7M

Top Sells

1
+$8.94M
2
+$3.29M
3
+$1.61M
4
C icon
Citigroup
C
+$1.61M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Sector Composition

1 Financials 17.43%
2 Industrials 16.42%
3 Technology 14.97%
4 Healthcare 14.84%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$71.2K 0.01%
1,243
202
$70.3K 0.01%
1,400
203
$69.5K 0.01%
12,525
-625
204
$69.3K 0.01%
2,500
205
$67.3K 0.01%
12,188
206
$67K 0.01%
2,475
207
$66.6K 0.01%
2,400
208
$66.5K 0.01%
2,500
209
$66.3K 0.01%
1,495
-353
210
$66.1K 0.01%
2,500
211
$66K 0.01%
1,480
-239
212
$65.8K 0.01%
2,500
213
$65.7K 0.01%
591
214
$65.7K 0.01%
2,500
215
$65.1K 0.01%
190
216
$64.4K 0.01%
1,200
217
$64.2K 0.01%
2,500
218
$63.9K 0.01%
1,900
-109
219
$63.9K 0.01%
1,350
-75
220
$63.8K 0.01%
1,851
-140
221
$63.1K 0.01%
2,500
222
$62.9K 0.01%
1,182
223
$62.4K 0.01%
550
224
$62.1K 0.01%
2,200
225
$60.5K 0.01%
4,421
-100
7 8
9
10 11