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
101
$13.3M 0.1%
856,361
-1,611,857
102
$13.2M 0.1%
198,844
-22,094
103
$11.4M 0.08%
333,438
-50,313
104
$8.88M 0.06%
394,254
-306,757
105
$8.13M 0.06%
+33,363
106
$7.32M 0.05%
+129,127
107
$7.23M 0.05%
216,906
+52,399
108
$6.25M 0.05%
54,665
+34,097
109
$5.49M 0.04%
+6,190
110
$5.22M 0.04%
27,690
-471,871
111
$5.04M 0.04%
44,608
-17,321
112
$4.68M 0.03%
73,264
+66,617
113
$3.33M 0.02%
+23,483
114
$3.03M 0.02%
22,862
+19,241
115
$3.02M 0.02%
18,250
+14,932
116
$2.86M 0.02%
9,556
+8,487
117
$2.83M 0.02%
47,676
+41,499
118
$2.73M 0.02%
11,062
+9,406
119
$2.6M 0.02%
+52,777
120
$2.46M 0.02%
12,169
+10,998
121
$2.46M 0.02%
23,761
+18
122
$2.21M 0.02%
+75,717
123
$2.18M 0.02%
14,021
+3,452
124
$2.17M 0.02%
6,989
-6,222
125
$2.16M 0.02%
+11,774
3 4
5
6 7