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ECM

Estabrook Capital Management Portfolio holdings

AUM $685M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$686M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$807K
3
+$90.1K
4
F.PRC icon
Ford Motor Co 6.000% Notes due Dec 1 2059
F.PRC
+$65.9K
5
SCHW.PRD
Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
+$62.9K

Top Sells

1
+$1.4M
2
+$690K
3
+$507K
4
DOW icon
Dow Inc
DOW
+$432K
5
AAPL icon
Apple
AAPL
+$413K

Sector Composition

1 Technology 27.8%
2 Financials 21.2%
3 Industrials 13.37%
4 Healthcare 9.53%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26.2K ﹤0.01%
800
202
$25K ﹤0.01%
250
203
$24.6K ﹤0.01%
74
204
$24.5K ﹤0.01%
500
205
$24.2K ﹤0.01%
270
206
$24.1K ﹤0.01%
550
207
$22.8K ﹤0.01%
185
208
$22.1K ﹤0.01%
1,048
209
$21.7K ﹤0.01%
200
210
$21.6K ﹤0.01%
50
211
$21.5K ﹤0.01%
1,000
212
$21.1K ﹤0.01%
850
213
$18.7K ﹤0.01%
59
214
$18K ﹤0.01%
250
215
$16.6K ﹤0.01%
630
216
$16.1K ﹤0.01%
827
+10
217
$16K ﹤0.01%
358
+2
218
$15.9K ﹤0.01%
100
219
$15.7K ﹤0.01%
+35
220
$15.6K ﹤0.01%
214
221
$15.4K ﹤0.01%
750
222
$15K ﹤0.01%
501
223
$14.8K ﹤0.01%
961
+19
224
$14.6K ﹤0.01%
326
+4
225
$14.6K ﹤0.01%
468
7 8
9
10 11