ESCM

Echo Street Capital Management Portfolio holdings

AUM $747M
1-Year Est. Return 24.25%
This Fund
S&P 500
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
+$167M
2
+$117M
3
+$109M
4
MRSH
Marsh
MRSH
+$109M
5
WEC icon
WEC Energy
WEC
+$98.1M

Top Sells

1
+$161M
2
+$155M
3
+$124M
4
EFX icon
Equifax
EFX
+$107M
5
WDAY icon
Workday
WDAY
+$104M

Sector Composition

1 Technology 31.39%
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
726
– –
-6,964
727
– –
-4,843
728
– –
-2,720
729
– –
-9,032
730
– –
-18,243
731
– –
-10,793
732
– –
-16,445
733
– –
-1,645
734
– –
-7,531
735
– –
-5,516
736
– –
-1,618
737
– –
-32,915
738
– –
-625,996
739
– –
-7,045
740
– –
-15,306
741
– –
-17,093
742
– –
-4,759
743
– –
-1,796
744
– –
-4,374
745
– –
-4,570
746
– –
-243,198
747
– –
-2,053
748
– –
-1,872
749
– –
-1,690
750
– –
-9,703
28 29
30
31 32