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
126
$2.12M 0.02%
19,309
-1,927
127
$2.08M 0.02%
20,794
+14,122
128
$2.07M 0.01%
+78,002
129
$2.06M 0.01%
10,324
+9,102
130
$2.06M 0.01%
+8,898
131
$2.03M 0.01%
8,068
-328,855
132
$1.98M 0.01%
6,923
+5,085
133
$1.96M 0.01%
71,466
-277,738
134
$1.94M 0.01%
30,065
+21,308
135
$1.94M 0.01%
38,005
+23,104
136
$1.94M 0.01%
+47,573
137
$1.88M 0.01%
18,838
+5,309
138
$1.86M 0.01%
+29,624
139
$1.85M 0.01%
27,673
-16,519
140
$1.83M 0.01%
11,949
+7,592
141
$1.78M 0.01%
+22,019
142
$1.76M 0.01%
+11,517
143
$1.75M 0.01%
+8,366
144
$1.74M 0.01%
17,142
+12,712
145
$1.73M 0.01%
46,170
+23,890
146
$1.71M 0.01%
20,134
+7,339
147
$1.7M 0.01%
3,739
-3,376
148
$1.67M 0.01%
32,511
+25,848
149
$1.64M 0.01%
+23,476
150
$1.63M 0.01%
+10,782
4 5
6
7 8