ESCM

Echo Street Capital Management Portfolio holdings

AUM $747M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.99B
AUM Growth
+$4.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$145M
3
+$113M
4
SHW icon
Sherwin-Williams
SHW
+$112M
5
EFX icon
Equifax
EFX
+$103M

Top Sells

1
+$58.6M
2
+$55M
3
+$53.4M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$53.3M
5
APD icon
Air Products & Chemicals
APD
+$45.3M

Sector Composition

1 Technology 30.94%
2 Financials 16.57%
3 Healthcare 13.02%
4 Industrials 9.95%
5 Real Estate 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$652K 0.01%
+6,327
227
$652K 0.01%
+2,518
228
$647K 0.01%
+1,909
229
$638K 0.01%
+7,625
230
$637K 0.01%
+2,770
231
$637K 0.01%
+25,350
232
$631K 0.01%
+5,934
233
$626K 0.01%
+7,791
234
$621K 0.01%
+50,000
235
$608K 0.01%
+22,042
236
$591K 0.01%
+7,394
237
$589K 0.01%
+15,810
238
$584K 0.01%
+10,455
239
$570K 0.01%
+50,000
240
$566K 0.01%
+7,053
241
$560K 0.01%
+21,647
242
$560K 0.01%
+32,642
243
$547K 0.01%
+7,918
244
$544K 0.01%
+27,127
245
$543K 0.01%
+25,092
246
$543K 0.01%
+33,087
247
$540K 0.01%
+50,000
248
$536K 0.01%
+17,775
249
$535K 0.01%
+11,405
250
$534K 0.01%
+3,518
8 9
10
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