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
201
$666K 0.01%
14,898
+9,355
202
$664K 0.01%
+18,519
203
$663K 0.01%
9,836
+4,352
204
$657K 0.01%
16,637
+6,434
205
$656K 0.01%
5,214
+3,350
206
$655K 0.01%
7,134
+4,153
207
$655K 0.01%
5,715
+3,057
208
$651K 0.01%
2,095
+577
209
$651K 0.01%
+7,423
210
$649K 0.01%
+9,355
211
$648K 0.01%
34,927
-7,438
212
$643K 0.01%
3,294
+469
213
$631K 0.01%
12,356
+7,120
214
$628K 0.01%
6,580
-891
215
$626K 0.01%
4,236
+2,859
216
$624K 0.01%
+11,545
217
$623K 0.01%
+3,417
218
$619K 0.01%
22,920
+25
219
$619K 0.01%
+8,627
220
$605K 0.01%
7,468
+242
221
$604K 0.01%
17,011
+8,318
222
$602K 0.01%
7,394
+3,967
223
$595K 0.01%
3,596
-1,982
224
$595K 0.01%
+1,356
225
$590K 0.01%
12,120
+4,084
7 8
9
10 11