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
476
$361K ﹤0.01%
3,995
-2,294
477
$361K ﹤0.01%
+1,796
478
$360K ﹤0.01%
+32,983
479
$354K ﹤0.01%
4,045
-4,168
480
$346K ﹤0.01%
20,461
-4,151
481
$346K ﹤0.01%
10,356
-19,101
482
$344K ﹤0.01%
4,373
+583
483
$343K ﹤0.01%
2,101
-1,830
484
$343K ﹤0.01%
+146
485
$340K ﹤0.01%
9,046
-3,860
486
$338K ﹤0.01%
3,877
-3,262
487
$337K ﹤0.01%
1,641
-193
488
$335K ﹤0.01%
4,212
-2,543
489
$335K ﹤0.01%
+1,003
490
$331K ﹤0.01%
+8,400
491
$331K ﹤0.01%
3,973
-6,013
492
$330K ﹤0.01%
+2,782
493
$329K ﹤0.01%
+1,314
494
$325K ﹤0.01%
2,343
-314
495
$317K ﹤0.01%
3,784
-798
496
$315K ﹤0.01%
1,686
-3,358
497
$314K ﹤0.01%
+9,623
498
$312K ﹤0.01%
3,507
-2,010
499
$301K ﹤0.01%
5,282
-2,604
500
$299K ﹤0.01%
+9,450
18 19
20
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