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
$11.7B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$224M
3
+$181M
4
DAY icon
Dayforce
DAY
+$152M
5
PAYC icon
Paycom
PAYC
+$140M

Top Sells

1
+$246M
2
+$138M
3
+$116M
4
XEL icon
Xcel Energy
XEL
+$112M
5
CMS icon
CMS Energy
CMS
+$96.7M

Sector Composition

1 Technology 37.05%
2 Financials 19.2%
3 Healthcare 13.8%
4 Real Estate 9.95%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$920K 0.01%
+10,234
152
$916K 0.01%
33,958
+21,746
153
$916K 0.01%
+18,222
154
$915K 0.01%
+11,935
155
$903K 0.01%
+35,710
156
$896K 0.01%
14,294
+10,700
157
$888K 0.01%
+6,805
158
$885K 0.01%
+17,124
159
$869K 0.01%
36,183
+28,856
160
$866K 0.01%
8,485
+4,890
161
$865K 0.01%
8,291
+6,639
162
$864K 0.01%
13,377
+2,988
163
$856K 0.01%
20,146
+9,864
164
$852K 0.01%
5,855
+1,384
165
$849K 0.01%
2,243
-897
166
$848K 0.01%
+9,798
167
$843K 0.01%
12,891
+7,988
168
$842K 0.01%
12,884
+4,057
169
$834K 0.01%
34,687
+24,482
170
$832K 0.01%
+7,248
171
$825K 0.01%
11,307
+4,160
172
$816K 0.01%
+9,353
173
$811K 0.01%
1,129
+693
174
$811K 0.01%
9,786
+6,621
175
$795K 0.01%
+7,910
5 6
7
8 9