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
276
$818K 0.01%
19,837
+3,379
277
$814K 0.01%
33,249
+2,918
278
$811K 0.01%
+13,646
279
$801K 0.01%
56,657
+19,406
280
$801K 0.01%
13,968
+735
281
$800K 0.01%
3,102
-8,365
282
$791K 0.01%
+35,330
283
$791K 0.01%
32,480
-37,780
284
$788K 0.01%
+4,562
285
$787K 0.01%
+27,585
286
$785K 0.01%
+40,215
287
$782K 0.01%
5,640
-11,080
288
$774K 0.01%
+15,833
289
$774K 0.01%
+21,514
290
$771K 0.01%
13,585
-4,877
291
$767K 0.01%
7,169
-2,487
292
$765K 0.01%
3,072
-1,461
293
$759K 0.01%
+6,392
294
$754K 0.01%
16,097
+2,172
295
$753K 0.01%
3,977
+1,898
296
$752K 0.01%
+9,259
297
$751K 0.01%
7,580
-3,649
298
$750K 0.01%
15,977
-6,329
299
$750K 0.01%
16,425
+6,420
300
$746K 0.01%
1,571
-17,603
10 11
12
13 14