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
801
– –
-7,934
802
– –
-1,425
803
– –
-11,693
804
– –
-1,284
29 30 31 32
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