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ESCM
Echo Street Capital Management Portfolio holdings
AUM
$747M
1-Year Est. Return
24.25%
This Fund
S&P 500
This Quarter
Est. Return
+11.26%
1 Year Est. Return
+24.25%
3 Year Est. Return
+17.69%
5 Year Est. Return
+119.95%
10 Year Est. Return
+163.01%
AUM
$747M
AUM Growth
-$9.99B
(-93%)
Cap. Flow
-$10.1B
Cap. Flow
% of AUM
-1,346.64%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
450
New
–
Increased
1
Reduced
1
Closed
446
Top Buys
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$444M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.06B |
| 2 |
Visa
V
|
+$599M |
| 3 |
Linde
LIN
|
+$421M |
| 4 |
FISV
Fiserv Inc
FISV
|
+$336M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$283M |
Sector Composition
| 1 | Technology | 2.19% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Uber
UBER
$148B
| – | – |
-4,577
| Closed | -$210K |
|
402
UGI
UGI
$7.77B
| – | – |
-19,515
| Closed | -$449K |
|
403
Ulta Beauty
ULTA
$20B
| – | – |
-856
| Closed | -$342K |
|
404
UnitedHealth
UNH
$380B
| – | – |
-500,678
| Closed | -$252M |
|
405
Unum
UNM
$14.2B
| – | – |
-13,045
| Closed | -$642K |
|
406
United Parcel Service
UPS
$96B
| – | – |
-1,384
| Closed | -$216K |
|
407
United Therapeutics
UTHR
$22.6B
| – | – |
-1,264
| Closed | -$286K |
|
|
408
Visa
V
$675B
| – | – |
-2,603,392
| Closed | -$599M |
|
409
Veeva Systems
VEEV
$31.5B
| – | – |
-584,395
| Closed | -$119M |
|
410
VF Corp
VFC
$6.76B
| – | – |
-23,746
| Closed | -$420K |
|
411
Voya Financial
VOYA
$8.93B
| – | – |
-7,004
| Closed | -$465K |
|
412
VeriSign
VRSN
$24.6B
| – | – |
-11,617
| Closed | -$2.35M |
|
413
Vertiv
VRT
$117B
| – | – |
-10,668
| Closed | -$397K |
|
414
Viatris
VTRS
$19.4B
| – | – |
-44,254
| Closed | -$436K |
|
415
Vanguard Growth ETF
VUG
$227B
| – | – |
-22,242
| Closed | -$1.01M |
|
416
Wabtec
WAB
$44.1B
| – | – |
-3,667
| Closed | -$390K |
|
|
WCC
417
WESCO International
WCC
$16.4B
| – | – |
-1,482
| Closed | -$213K |
|
|
WCN
418
Waste Connections
WCN
$43.2B
| – | – |
-7,622
| Closed | -$1.02M |
|
419
Workday
WDAY
$35B
| – | – |
-8,989
| Closed | -$1.93M |
|
420
WEC Energy
WEC
$36.8B
| – | – |
-585,430
| Closed | -$47.2M |
|
421
Wells Fargo
WFC
$265B
| – | – |
-9,661
| Closed | -$395K |
|
422
Wyndham Hotels & Resorts
WH
$5.92B
| – | – |
-4,264
| Closed | -$297K |
|
423
Williams Companies
WMB
$91B
| – | – |
-6,334
| Closed | -$213K |
|
424
Waste Management
WM
$93.5B
| – | – |
-15,940
| Closed | -$2.43M |
|
425
Walmart Inc
WMT
$896B
| – | – |
-9,213
| Closed | -$491K |
|
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