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
251
$922K 0.01%
2,599
+1,782
252
$917K 0.01%
7,792
+3,429
253
$916K 0.01%
2,810
+1,151
254
$915K 0.01%
14,763
-34,074
255
$913K 0.01%
18,181
+11,938
256
$911K 0.01%
7,771
+1,753
257
$909K 0.01%
+23,644
258
$905K 0.01%
1,606
+730
259
$896K 0.01%
8,683
+6,989
260
$891K 0.01%
13,541
+8,485
261
$890K 0.01%
34,098
-2,131
262
$881K 0.01%
+12,117
263
$877K 0.01%
+52,201
264
$876K 0.01%
3,614
-34
265
$871K 0.01%
6,348
-546
266
$865K 0.01%
+4,420
267
$862K 0.01%
7,601
+5,441
268
$851K 0.01%
15,935
-1,273
269
$851K 0.01%
10,774
+8,061
270
$847K 0.01%
10,065
-1,707
271
$847K 0.01%
5,840
-358
272
$838K 0.01%
+10,229
273
$837K 0.01%
5,000
+3,031
274
$834K 0.01%
+8,358
275
$828K 0.01%
4,673
+2,332
9 10
11
12 13