ECM

Estabrook Capital Management Portfolio holdings

AUM $650M
1-Year Est. Return 16.71%
This Quarter Est. Return
1 Year Est. Return
+16.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$671M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1 +$627K
2 +$361K
3 +$119K
4
F icon
Ford
F
+$92.9K
5
GE icon
GE Aerospace
GE
+$27K

Top Sells

1 +$3.83M
2 +$1.2M
3 +$532K
4
AAPL icon
Apple
AAPL
+$488K
5
PGNY icon
Progyny
PGNY
+$475K

Sector Composition

1 Technology 26.13%
2 Financials 18.33%
3 Industrials 13.24%
4 Healthcare 12.68%
5 Consumer Staples 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$31.2K ﹤0.01%
650
202
$30.1K ﹤0.01%
185
203
$28.9K ﹤0.01%
326
204
$28.8K ﹤0.01%
850
205
$28.7K ﹤0.01%
550
+275
206
$28.6K ﹤0.01%
10,000
207
$27.8K ﹤0.01%
1,866
208
$27.4K ﹤0.01%
353
209
$27.2K ﹤0.01%
250
210
$27.1K ﹤0.01%
650
211
$27K ﹤0.01%
38
212
$25.1K ﹤0.01%
414
213
$24.9K ﹤0.01%
1,237
214
$24.7K ﹤0.01%
1,048
215
$24.2K ﹤0.01%
294
+159
216
$24.2K ﹤0.01%
200
217
$21.2K ﹤0.01%
1,361
+761
218
$20.9K ﹤0.01%
468
219
$20.8K ﹤0.01%
200
220
$20K ﹤0.01%
205
221
$17.8K ﹤0.01%
896
222
$17.5K ﹤0.01%
1,350
223
$17.5K ﹤0.01%
339
224
$17.2K ﹤0.01%
266
225
$17.1K ﹤0.01%
750