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
$747M
AUM Growth
-$9.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$474M

Top Sells

1
+$1.06B
2
+$599M
3
+$421M
4
FISV
Fiserv Inc
FISV
+$336M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$283M

Sector Composition

1 Technology 2.19%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FMC icon
226
FMC
FMC
$1.79B
– –
-12,734
FOX icon
227
Fox Class B
FOX
$25.9B
– –
-1,322,531
FSLR icon
228
First Solar
FSLR
$29.3B
– –
-1,997
FTV icon
229
Fortive
FTV
$17B
– –
-479,080
GE icon
230
GE Aerospace
GE
$315B
– –
-15,165
GEN icon
231
Gen Digital
GEN
$16.3B
– –
-76,089
GGG icon
232
Graco
GGG
$13.7B
– –
-19,872
GH icon
233
Guardant Health
GH
$14.1B
– –
-26,018
GILD icon
234
Gilead Sciences
GILD
$156B
– –
-4,390
GIS icon
235
General Mills
GIS
$25.3B
– –
-26,450
GL icon
236
Globe Life
GL
$10.7B
– –
-7,272
GLW icon
237
Corning
GLW
$72.2B
– –
-9,530
GM icon
238
General Motors
GM
$68.6B
– –
-30,187
GNTX icon
239
Gentex
GNTX
$5B
– –
-21,309
GOOGL icon
240
Alphabet (Google) Class A
GOOGL
$3.86T
– –
-2,161,887
GPC icon
241
Genuine Parts
GPC
$18.1B
– –
-16,754
GPN icon
242
Global Payments
GPN
$17.9B
– –
-637,328
GRMN icon
243
Garmin
GRMN
$37.6B
– –
-2,682
GWW icon
244
W.W. Grainger
GWW
$45.1B
– –
-413
H icon
245
Hyatt Hotels
H
$15.6B
– –
-2,128
HBAN icon
246
Huntington Bancshares
HBAN
$25.5B
– –
-14,241
HCA icon
247
HCA Healthcare
HCA
$116B
– –
-4,325
HD icon
248
Home Depot
HD
$355B
– –
-1,345
HEI icon
249
HEICO Corp
HEI
$44.1B
– –
-1,936
HEI.A icon
250
HEICO Corp Class A
HEI.A
$34.4B
– –
-223,429
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10
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