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
76
$95.5M 0.69%
673,484
+183,448
77
$93.4M 0.67%
167,638
-21,560
78
$85.2M 0.61%
7,717,780
+4,340,777
79
$78.5M 0.57%
342,690
+57,381
80
$72M 0.52%
264,491
+17,142
81
$70.7M 0.51%
+1,888,992
82
$69.4M 0.5%
3,166,998
+410,938
83
$68.5M 0.49%
288,739
-455,448
84
$54.8M 0.39%
1,131,094
-1,065,433
85
$51.2M 0.37%
452,294
-11,684
86
$43.2M 0.31%
579,482
-163,494
87
$40.3M 0.29%
1,111,728
+93,603
88
$34.8M 0.25%
+125,295
89
$31.8M 0.23%
1,207,228
+866,654
90
$27M 0.19%
466,177
-1,062,359
91
$26.2M 0.19%
290,906
-50,178
92
$25.8M 0.19%
561,961
+30,166
93
$25.5M 0.18%
1,431,873
-315,887
94
$25.2M 0.18%
73,028
-12,500
95
$25.1M 0.18%
520,102
+34,618
96
$21.9M 0.16%
365,428
-319,560
97
$19.2M 0.14%
90,597
+68,245
98
$15.9M 0.11%
+125,632
99
$13.8M 0.1%
483,767
-53,753
100
$13.4M 0.1%
212,868
2 3
4
5 6