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
26
$171M 1.23%
1,293,006
-246,648
27
$169M 1.21%
2,048,756
+359,335
28
$165M 1.19%
2,001,720
-189,461
29
$160M 1.16%
475,650
+11,278
30
$159M 1.15%
1,066,362
+71,952
31
$157M 1.13%
5,751,690
+1,739,440
32
$155M 1.12%
3,857,827
-461,470
33
$155M 1.11%
940,360
+145,721
34
$151M 1.09%
682,592
+124,097
35
$151M 1.09%
276,704
+37,512
36
$149M 1.07%
1,497,988
+98,229
37
$145M 1.05%
684,404
+119,608
38
$144M 1.04%
287,120
+21,168
39
$140M 1.01%
1,343,420
-15,855
40
$139M 1%
1,900,029
+941,030
41
$137M 0.99%
528,136
+27,027
42
$136M 0.98%
634,198
-91,272
43
$136M 0.98%
5,512,182
+3,502,444
44
$135M 0.98%
495,864
-31,497
45
$135M 0.97%
702,207
+32,890
46
$134M 0.96%
1,794,433
-24,048
47
$131M 0.94%
750,459
+577,717
48
$128M 0.92%
2,458,587
+635,481
49
$128M 0.92%
1,768,183
+1,199,094
50
$125M 0.9%
526,277
+26,199
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