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
$644M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.77M
3
+$1.27M
4
MDT icon
Medtronic
MDT
+$699K
5
SLB icon
SLB Ltd
SLB
+$473K

Top Sells

1
+$14.8M
2
+$2.69M
3
+$2.46M
4
F icon
Ford
F
+$1.12M
5
AAPL icon
Apple
AAPL
+$767K

Sector Composition

1 Financials 19.73%
2 Technology 16.77%
3 Industrials 16.02%
4 Healthcare 12.77%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$69.5K 0.01%
2,650
202
$66.9K 0.01%
2,100
203
$65.5K 0.01%
2,475
204
$64.8K 0.01%
2,500
205
$64.3K 0.01%
500
206
$63.8K 0.01%
3,720
+1,000
207
$63.6K 0.01%
2,500
208
$63.6K 0.01%
2,500
209
$63.6K 0.01%
2,500
210
$63.2K 0.01%
1,350
211
$62.8K 0.01%
4,500
212
$62.8K 0.01%
1,200
213
$62.5K 0.01%
2,500
214
$62.4K 0.01%
1,800
215
$60K 0.01%
550
216
$59.2K 0.01%
2,200
217
$59K 0.01%
1,200
218
$57.8K 0.01%
1,000
219
$57.7K 0.01%
1,182
220
$54.4K 0.01%
938
221
$54.2K 0.01%
2,000
222
$54K 0.01%
900
223
$53K 0.01%
2,945
224
$51.7K 0.01%
2,000
225
$51.6K 0.01%
3,503
7 8
9
10 11