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
401
$495K ﹤0.01%
+5,503
402
$493K ﹤0.01%
2,576
-689
403
$490K ﹤0.01%
+7,552
404
$490K ﹤0.01%
1,036
-4,074
405
$487K ﹤0.01%
37,180
-3,600
406
$487K ﹤0.01%
3,005
+738
407
$484K ﹤0.01%
5,776
-1,503
408
$484K ﹤0.01%
+7,129
409
$481K ﹤0.01%
933
-175
410
$479K ﹤0.01%
+5,882
411
$478K ﹤0.01%
4,758
-4,199
412
$478K ﹤0.01%
32,070
-67,224
413
$478K ﹤0.01%
19,372
-26,539
414
$477K ﹤0.01%
13,508
-20,772
415
$476K ﹤0.01%
+1,382
416
$475K ﹤0.01%
+1,346
417
$474K ﹤0.01%
+15,348
418
$471K ﹤0.01%
5,152
-204
419
$469K ﹤0.01%
5,102
-2,576
420
$469K ﹤0.01%
+4,232
421
$462K ﹤0.01%
+2,922
422
$459K ﹤0.01%
+5,584
423
$458K ﹤0.01%
+23,599
424
$454K ﹤0.01%
+8,534
425
$453K ﹤0.01%
+5,851
15 16
17
18 19