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
151
$1.6M 0.01%
+21,125
152
$1.6M 0.01%
24,509
+19,156
153
$1.59M 0.01%
+74,939
154
$1.58M 0.01%
19,174
+4,465
155
$1.57M 0.01%
9,655
+1,710
156
$1.56M 0.01%
+19,314
157
$1.56M 0.01%
20,030
+16,953
158
$1.55M 0.01%
+24,076
159
$1.53M 0.01%
3,288
+966
160
$1.53M 0.01%
+38,194
161
$1.52M 0.01%
+24,025
162
$1.52M 0.01%
6,075
-4,596
163
$1.51M 0.01%
+9,979
164
$1.48M 0.01%
42,565
+25,616
165
$1.45M 0.01%
17,134
+12,228
166
$1.43M 0.01%
11,525
+8,040
167
$1.41M 0.01%
27,400
-22,365
168
$1.41M 0.01%
16,785
+7,758
169
$1.4M 0.01%
37,406
+27,611
170
$1.39M 0.01%
+41,635
171
$1.39M 0.01%
+6,244
172
$1.37M 0.01%
+13,609
173
$1.35M 0.01%
+21,779
174
$1.35M 0.01%
+12,531
175
$1.35M 0.01%
+33,462
5 6
7
8 9