ESCM

Echo Street Capital Management Portfolio holdings

AUM $747M
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.9B
AUM Growth
-$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$118M
3
+$117M
4
MSFT icon
Microsoft
MSFT
+$112M
5
CMS icon
CMS Energy
CMS
+$105M

Top Sells

1
+$161M
2
+$158M
3
+$124M
4
EFX icon
Equifax
EFX
+$108M
5
WDAY icon
Workday
WDAY
+$105M

Sector Composition

1 Technology 31.4%
2 Healthcare 15.79%
3 Financials 15.32%
4 Industrials 10.74%
5 Real Estate 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.01M 0.01%
+2,984
227
$1.01M 0.01%
+38,964
228
$1.01M 0.01%
+13,880
229
$1M 0.01%
4,424
+3,245
230
$1M 0.01%
+16,229
231
$997K 0.01%
+11,764
232
$993K 0.01%
+1,821
233
$987K 0.01%
+9,027
234
$987K 0.01%
+10,981
235
$984K 0.01%
3,051
+1,205
236
$981K 0.01%
+2,887
237
$976K 0.01%
22,447
+9,740
238
$975K 0.01%
+5,948
239
$974K 0.01%
9,041
+5,134
240
$965K 0.01%
+22,752
241
$963K 0.01%
+15,878
242
$952K 0.01%
3,199
+2,572
243
$948K 0.01%
+8,153
244
$945K 0.01%
+24,608
245
$944K 0.01%
8,520
+2,259
246
$944K 0.01%
4,735
+2,823
247
$940K 0.01%
+2,310
248
$938K 0.01%
12,732
+7,101
249
$929K 0.01%
+12,852
250
$924K 0.01%
+5,149
8 9
10
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