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
$661M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$738K
3
+$497K
4
SLB icon
SLB Ltd
SLB
+$325K
5
WMB icon
Williams Companies
WMB
+$318K

Top Sells

1
+$2.45M
2
+$1.81M
3
+$1.46M
4
HAL icon
Halliburton
HAL
+$1.45M
5
PFE icon
Pfizer
PFE
+$1.14M

Sector Composition

1 Technology 20.54%
2 Financials 18.43%
3 Industrials 14.31%
4 Healthcare 12.9%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$53.9K 0.01%
938
202
$52.3K 0.01%
300
203
$51.6K 0.01%
2,000
204
$51.2K 0.01%
250
205
$51K 0.01%
884
206
$50.6K 0.01%
958
207
$49.9K 0.01%
435
-10
208
$49.6K 0.01%
1,242
209
$49.5K 0.01%
747
210
$49.4K 0.01%
2,000
211
$49.1K 0.01%
1,056
212
$48.6K 0.01%
1,900
213
$47.7K 0.01%
1,850
214
$47.5K 0.01%
2,000
215
$47.5K 0.01%
1,200
216
$46.6K 0.01%
1,331
-358
217
$45.2K 0.01%
200
218
$44.3K 0.01%
605
219
$43.8K 0.01%
812
-375
220
$43.3K 0.01%
1,300
221
$42.7K 0.01%
994
-500
222
$41.3K 0.01%
1,000
223
$40.7K 0.01%
1,210
-355
224
$39.4K 0.01%
207
225
$39.4K 0.01%
575
7 8
9
10 11