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
201
$1.12M 0.01%
18,499
+10,845
202
$1.12M 0.01%
7,051
-7,013
203
$1.1M 0.01%
+18,647
204
$1.09M 0.01%
+60,626
205
$1.09M 0.01%
9,196
+3,011
206
$1.09M 0.01%
+136,341
207
$1.09M 0.01%
9,037
-141,885
208
$1.08M 0.01%
10,847
+1,902
209
$1.08M 0.01%
7,725
+1,058
210
$1.07M 0.01%
15,492
+13,247
211
$1.06M 0.01%
20,513
-10,711
212
$1.06M 0.01%
28,731
+14,407
213
$1.06M 0.01%
+27,142
214
$1.05M 0.01%
49,174
+23,980
215
$1.05M 0.01%
37,830
+21,557
216
$1.05M 0.01%
+114,997
217
$1.04M 0.01%
21,509
+12,359
218
$1.04M 0.01%
+12,571
219
$1.04M 0.01%
+17,069
220
$1.04M 0.01%
32,279
+28,121
221
$1.04M 0.01%
+23,355
222
$1.03M 0.01%
+26,886
223
$1.03M 0.01%
13,466
+2,236
224
$1.03M 0.01%
4,615
-6
225
$1.02M 0.01%
+46,137
7 8
9
10 11