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
$600M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$484K
2 +$208K
3 +$113K
4
VZ icon
Verizon
VZ
+$113K
5
SCHW icon
Charles Schwab
SCHW
+$85K

Top Sells

1 +$1.71M
2 +$1.45M
3 +$650K
4
C icon
Citigroup
C
+$469K
5
LLY icon
Eli Lilly
LLY
+$378K

Sector Composition

1 Technology 27.04%
2 Financials 15.8%
3 Healthcare 13.99%
4 Industrials 13.35%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$39.8K 0.01%
150
202
$39.7K 0.01%
2,111
-50
203
$38.9K 0.01%
300
204
$38.8K 0.01%
440
-511
205
$38.4K 0.01%
650
206
$37.9K 0.01%
82
207
$36.9K 0.01%
855
208
$36.5K 0.01%
2,274
209
$35.4K 0.01%
220
+200
210
$34.4K 0.01%
650
211
$34K 0.01%
475
212
$34K 0.01%
230
213
$33.2K 0.01%
10,000
214
$31.8K 0.01%
950
215
$31.2K 0.01%
360
216
$30.3K 0.01%
1,829
+1
217
$29.6K ﹤0.01%
1,000
218
$29.4K ﹤0.01%
185
219
$28.9K ﹤0.01%
990
+25
220
$25.6K ﹤0.01%
950
221
$25.1K ﹤0.01%
489
222
$24.3K ﹤0.01%
69
223
$24.1K ﹤0.01%
353
224
$23.9K ﹤0.01%
1,866
225
$23.6K ﹤0.01%
310