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
326
$686K ﹤0.01%
+1,758
327
$686K ﹤0.01%
2,334
+1,332
328
$685K ﹤0.01%
5,160
+257
329
$685K ﹤0.01%
16,499
-14,759
330
$682K ﹤0.01%
+7,448
331
$678K ﹤0.01%
4,489
+1,071
332
$676K ﹤0.01%
9,416
+2,867
333
$674K ﹤0.01%
+8,046
334
$671K ﹤0.01%
5,229
-6,738
335
$670K ﹤0.01%
11,810
+4,810
336
$669K ﹤0.01%
13,576
+7,558
337
$667K ﹤0.01%
+11,956
338
$667K ﹤0.01%
13,622
+2,314
339
$666K ﹤0.01%
+6,557
340
$661K ﹤0.01%
13,109
-8,381
341
$660K ﹤0.01%
+6,919
342
$656K ﹤0.01%
32,449
-7,358
343
$652K ﹤0.01%
4,625
-232
344
$651K ﹤0.01%
+2,218
345
$650K ﹤0.01%
5,451
+1,262
346
$640K ﹤0.01%
+3,850
347
$640K ﹤0.01%
+2,157
348
$632K ﹤0.01%
21,295
+7,891
349
$630K ﹤0.01%
+4,099
350
$629K ﹤0.01%
+17,737
12 13
14
15 16