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
$638M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.24M
3
+$1.23M
4
TXN icon
Texas Instruments
TXN
+$763K
5
IBM icon
IBM
IBM
+$639K

Top Sells

1
+$2.71M
2
+$2.46M
3
+$2.01M
4
JPM icon
JPMorgan Chase
JPM
+$1.54M
5
CSCO icon
Cisco
CSCO
+$1.39M

Sector Composition

1 Financials 19.82%
2 Technology 19.36%
3 Industrials 14.63%
4 Healthcare 12.1%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$63.1K 0.01%
2,500
202
$63K 0.01%
2,500
203
$62.4K 0.01%
2,500
204
$61.4K 0.01%
2,500
205
$58.1K 0.01%
1,350
206
$57.9K 0.01%
3,847
207
$57.5K 0.01%
2,200
208
$56.9K 0.01%
914
-1,000
209
$56.9K 0.01%
1,565
+825
210
$56.6K 0.01%
1,000
211
$55.4K 0.01%
900
212
$55.2K 0.01%
250
213
$54.4K 0.01%
550
214
$53.8K 0.01%
700
215
$53.6K 0.01%
1,200
216
$52.9K 0.01%
2,000
217
$52.5K 0.01%
778
218
$52K 0.01%
1,000
219
$51.5K 0.01%
300
220
$50.8K 0.01%
2,000
221
$49.9K 0.01%
1,900
222
$49.1K 0.01%
2,000
223
$48.8K 0.01%
3,503
224
$48.3K 0.01%
1,850
225
$48.2K 0.01%
938
7 8
9
10 11