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
$680M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$535K
3
+$471K
4
MDT icon
Medtronic
MDT
+$377K
5
QCOM icon
Qualcomm
QCOM
+$372K

Top Sells

1
+$1.5M
2
+$1.44M
3
+$1.38M
4
UNP icon
Union Pacific
UNP
+$572K
5
CB icon
Chubb
CB
+$527K

Sector Composition

1 Technology 26.09%
2 Financials 16.43%
3 Healthcare 14.01%
4 Industrials 13.39%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$49.8K 0.01%
4,451
202
$49.7K 0.01%
710
-160
203
$49.1K 0.01%
325
204
$48.7K 0.01%
2,050
205
$48.5K 0.01%
+830
206
$45.3K 0.01%
650
207
$44.7K 0.01%
10
208
$44.5K 0.01%
2,124
+33
209
$42.7K 0.01%
1,222
-12
210
$40K 0.01%
1,678
211
$39.7K 0.01%
1,450
212
$39.7K 0.01%
1,050
213
$39K 0.01%
1,600
+700
214
$38.7K 0.01%
496
215
$38K 0.01%
300
216
$37.7K 0.01%
270
217
$37.4K 0.01%
150
218
$36.8K 0.01%
608
219
$36.7K 0.01%
645
220
$36.4K 0.01%
160
221
$36K 0.01%
950
222
$33.6K ﹤0.01%
489
223
$33.6K ﹤0.01%
217
224
$33.6K ﹤0.01%
1,000
225
$31.6K ﹤0.01%
82
7 8
9
10 11