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
1
$721M 5.2%
2,339,231
+363,610
2
$421M 3.03%
932,197
-348,882
3
$250M 1.8%
1,886,736
+107,234
4
$247M 1.78%
1,775,100
+292,160
5
$245M 1.76%
6,116,079
+504,984
6
$231M 1.66%
3,462,909
+1,755,773
7
$230M 1.66%
560,108
+120,558
8
$222M 1.6%
461,453
+82,807
9
$222M 1.6%
1,264,925
+77,591
10
$214M 1.54%
802,434
+303,355
11
$208M 1.5%
651,372
-29,351
12
$200M 1.44%
2,728,320
+260,600
13
$199M 1.43%
1,996,875
+786,996
14
$195M 1.4%
562,590
+159,322
15
$193M 1.39%
433,356
+54,175
16
$192M 1.38%
2,279,408
+1,900,859
17
$190M 1.37%
851,890
+52,749
18
$189M 1.36%
320,592
-29,715
19
$189M 1.36%
1,857,687
+756,262
20
$188M 1.36%
445,411
+165,171
21
$183M 1.32%
133,533
+10,870
22
$183M 1.32%
574,927
+74,757
23
$180M 1.3%
1,287,273
+301,205
24
$173M 1.25%
483,618
+158,697
25
$173M 1.25%
397,999
+83,031
1
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