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
576
$20K ﹤0.01%
37,250
577
$20K ﹤0.01%
33,304
578
$19K ﹤0.01%
31,204
579
$18K ﹤0.01%
37,499
580
$17K ﹤0.01%
40,209
581
$16K ﹤0.01%
12,499
582
$15K ﹤0.01%
39,999
583
$14K ﹤0.01%
42,306
584
$13K ﹤0.01%
31,250
585
$12K ﹤0.01%
19,998
586
$12K ﹤0.01%
24,999
587
$11K ﹤0.01%
18,847
588
$11K ﹤0.01%
24,999
589
$10K ﹤0.01%
25,000
590
$10K ﹤0.01%
33,333
591
$10K ﹤0.01%
33,333
592
$9K ﹤0.01%
19,999
593
$8K ﹤0.01%
15,000
594
$6K ﹤0.01%
27,770
595
$5K ﹤0.01%
13,332
596
$4K ﹤0.01%
10,595
597
– –
-37,335
598
– –
-11,383
599
– –
-39,010
600
– –
-320,340
22 23
24
25 26