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
551
$228K ﹤0.01%
+2,833
552
$221K ﹤0.01%
+1,939
553
$220K ﹤0.01%
734
-1,403
554
$213K ﹤0.01%
+6,335
555
$211K ﹤0.01%
+3,173
556
$210K ﹤0.01%
+721
557
$206K ﹤0.01%
1,326
-2,215
558
$204K ﹤0.01%
1,550
-2,030
559
$203K ﹤0.01%
+3,238
560
$202K ﹤0.01%
+3,482
561
$201K ﹤0.01%
763
-9,329
562
$127K ﹤0.01%
275,648
563
$113K ﹤0.01%
140,000
564
$106K ﹤0.01%
189,882
565
$76K ﹤0.01%
187,817
566
$57K ﹤0.01%
281,826
567
$45K ﹤0.01%
107,975
568
$41K ﹤0.01%
108,045
569
$41K ﹤0.01%
92,167
570
$38K ﹤0.01%
94,570
571
$33K ﹤0.01%
49,999
572
$28K ﹤0.01%
69,999
573
$24K ﹤0.01%
92,410
574
$21K ﹤0.01%
+137
575
$21K ﹤0.01%
63,893
21 22
23
24 25