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
$612M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$97.5K
2
+$25K
3
+$21K
4
MTB icon
M&T Bank
MTB
+$20.6K
5
VLTO icon
Veralto
VLTO
+$16K

Top Sells

1
+$1.33M
2
+$1.26M
3
+$1.01M
4
GLW icon
Corning
GLW
+$987K
5
C icon
Citigroup
C
+$766K

Sector Composition

1 Technology 26.89%
2 Financials 17.25%
3 Industrials 13.58%
4 Healthcare 13.17%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$33K 0.01%
1,650
202
$32K 0.01%
475
203
$31.1K 0.01%
2,737
-1,359
204
$30.8K 0.01%
179
205
$29.6K ﹤0.01%
850
-100
206
$29.5K ﹤0.01%
650
207
$29.1K ﹤0.01%
125
208
$28.1K ﹤0.01%
69
209
$27.9K ﹤0.01%
250
-110
210
$26.9K ﹤0.01%
140
-140
211
$26.9K ﹤0.01%
310
212
$26.4K ﹤0.01%
185
213
$25.9K ﹤0.01%
200
-225
214
$25.6K ﹤0.01%
44
215
$25.3K ﹤0.01%
200
-30
216
$24.5K ﹤0.01%
489
217
$23.8K ﹤0.01%
450
218
$23.4K ﹤0.01%
326
-170
219
$23.3K ﹤0.01%
1,237
220
$23.1K ﹤0.01%
1,048
221
$21.5K ﹤0.01%
468
222
$21.4K ﹤0.01%
350
223
$21K ﹤0.01%
1,866
224
$20.3K ﹤0.01%
353
225
$20.2K ﹤0.01%
339
-35
7 8
9
10 11