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
$582M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$144K
3
+$104K
4
NVDA icon
NVIDIA
NVDA
+$72.3K
5
IMPP icon
Imperial Petroleum
IMPP
+$59.1K

Top Sells

1
+$952K
2
+$926K
3
+$812K
4
MSFT icon
Microsoft
MSFT
+$766K
5
BA icon
Boeing
BA
+$460K

Sector Composition

1 Technology 22.84%
2 Financials 17.06%
3 Healthcare 15.79%
4 Industrials 13.71%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$39.9K 0.01%
2,161
+11
202
$39.6K 0.01%
3,825
203
$37.7K 0.01%
496
204
$37.4K 0.01%
2,050
205
$37K 0.01%
1,200
206
$36.7K 0.01%
300
207
$36.4K 0.01%
230
208
$36K 0.01%
217
209
$35.6K 0.01%
150
210
$35.2K 0.01%
950
+89
211
$34.8K 0.01%
280
-100
212
$32.9K 0.01%
650
213
$32.2K 0.01%
475
214
$31K 0.01%
489
215
$30.5K 0.01%
750
216
$30.4K 0.01%
1,828
217
$30K 0.01%
585
218
$29.4K 0.01%
950
219
$29.1K 0.01%
750
220
$28.6K ﹤0.01%
965
+735
221
$27.7K ﹤0.01%
82
222
$27.1K ﹤0.01%
1,150
223
$26.9K ﹤0.01%
10,000
224
$26K ﹤0.01%
185
225
$25.7K ﹤0.01%
325
7 8
9
10 11