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
526
$261K ﹤0.01%
+4,424
527
$259K ﹤0.01%
+3,406
528
$258K ﹤0.01%
2,407
-907
529
$256K ﹤0.01%
+14,022
530
$254K ﹤0.01%
+4,119
531
$250K ﹤0.01%
+2,406
532
$249K ﹤0.01%
+6,115
533
$246K ﹤0.01%
+2,395
534
$245K ﹤0.01%
+2,895
535
$245K ﹤0.01%
1,333
+216
536
$245K ﹤0.01%
2,091
+932
537
$242K ﹤0.01%
1,741
-24,018
538
$239K ﹤0.01%
117
+10
539
$239K ﹤0.01%
1,672
-3,103
540
$238K ﹤0.01%
+1,112
541
$237K ﹤0.01%
53
-76
542
$237K ﹤0.01%
994
-1,433
543
$234K ﹤0.01%
+6,216
544
$234K ﹤0.01%
+3,219
545
$232K ﹤0.01%
195
-48,550
546
$231K ﹤0.01%
+2,656
547
$231K ﹤0.01%
+3,191
548
$230K ﹤0.01%
1,287
-1,653
549
$230K ﹤0.01%
+2,360
550
$229K ﹤0.01%
+4,681
20 21
22
23 24