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
376
$559K ﹤0.01%
+22,755
377
$559K ﹤0.01%
37,377
-42,664
378
$559K ﹤0.01%
+22,428
379
$557K ﹤0.01%
+6,816
380
$554K ﹤0.01%
+3,002
381
$552K ﹤0.01%
1,386
+388
382
$551K ﹤0.01%
28,319
+10,089
383
$540K ﹤0.01%
+15,556
384
$537K ﹤0.01%
27,375
+5,387
385
$533K ﹤0.01%
+3,908
386
$532K ﹤0.01%
13,757
+534
387
$531K ﹤0.01%
6,912
-9,122
388
$521K ﹤0.01%
13,415
-12,999
389
$520K ﹤0.01%
11,332
-8,028
390
$519K ﹤0.01%
5,536
-2,763
391
$517K ﹤0.01%
2,082
-3,389
392
$516K ﹤0.01%
6,288
-12,132
393
$510K ﹤0.01%
7,220
-7,159
394
$509K ﹤0.01%
+8,090
395
$508K ﹤0.01%
27,651
-16,153
396
$507K ﹤0.01%
+44,755
397
$505K ﹤0.01%
12,394
-3,046
398
$501K ﹤0.01%
+19,964
399
$500K ﹤0.01%
2,206
-52,603
400
$500K ﹤0.01%
1,368
+451
14 15
16
17 18