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
451
$398K ﹤0.01%
+1,684
452
$393K ﹤0.01%
3,117
-943
453
$390K ﹤0.01%
+2,551
454
$389K ﹤0.01%
2,952
+509
455
$388K ﹤0.01%
+2,936
456
$388K ﹤0.01%
595
+19
457
$386K ﹤0.01%
+9,826
458
$383K ﹤0.01%
2,137
+528
459
$382K ﹤0.01%
5,191
-2,110
460
$382K ﹤0.01%
+8,364
461
$379K ﹤0.01%
+12,475
462
$378K ﹤0.01%
+1,146
463
$378K ﹤0.01%
1,452
-3,991
464
$376K ﹤0.01%
+6,010
465
$375K ﹤0.01%
9,475
-11,649
466
$375K ﹤0.01%
8,280
+1,671
467
$375K ﹤0.01%
9,794
+2,943
468
$374K ﹤0.01%
+2,714
469
$372K ﹤0.01%
967
-101
470
$369K ﹤0.01%
+1,541
471
$368K ﹤0.01%
+5,921
472
$368K ﹤0.01%
4,963
-389,150
473
$364K ﹤0.01%
+3,187
474
$363K ﹤0.01%
1,397
-2,400
475
$363K ﹤0.01%
4,015
-2,866
17 18
19
20 21