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ESCM

Echo Street Capital Management Portfolio holdings

AUM $747M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
+11.26%
1 Year Est. Return
+24.25%
3 Year Est. Return
+17.69%
5 Year Est. Return
+119.95%
10 Year Est. Return
+163.01%
AUM
$747M
AUM Growth
-$9.99B
Cap. Flow
-$10.1B
Cap. Flow %
-1,346.64%
Top 10 Hldgs %
100%
Holding
450
New
–
Increased
1
Reduced
1
Closed
446

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$444M

Top Sells

1
MSFT icon
Microsoft
MSFT
+$1.06B
2
V icon
Visa
V
+$599M
3
LIN icon
Linde
LIN
+$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
LYV icon
251
Live Nation Entertainment
LYV
$41.5B
– –
-9,065
Closed -$753K
MA icon
252
Mastercard
MA
$473B
– –
-593,415
Closed -$235M
MAR icon
253
Marriott International
MAR
$97.3B
– –
-3,006
Closed -$591K
MAS icon
254
Masco
MAS
$15.7B
– –
-9,531
Closed -$509K
MASI
255
DELISTED
Masimo
MASI
– –
-7,151
Closed -$627K
MCD icon
256
McDonald's
MCD
$188B
– –
-24,455
Closed -$6.44M
MCO icon
257
Moody's
MCO
$88.1B
– –
-513,338
Closed -$162M
MDB icon
258
MongoDB
MDB
$26.8B
– –
-2,103
Closed -$727K
MDLZ icon
259
Mondelez International
MDLZ
$75.4B
– –
-14,919
Closed -$1.04M
MET icon
260
MetLife
MET
$59.3B
– –
-3,850
Closed -$242K
META icon
261
Meta Platforms (Facebook)
META
$1.73T
– –
-1,352
Closed -$406K
MGM icon
262
MGM Resorts International
MGM
$12B
– –
-13,995
Closed -$514K
MHK icon
263
Mohawk Industries
MHK
$6.8B
– –
-3,610
Closed -$310K
MIDD icon
264
Middleby
MIDD
$6.06B
– –
-2,464
Closed -$315K
MKC icon
265
McCormick & Company Non-Voting
MKC
$13.7B
– –
-27,020
Closed -$2.04M
MKL icon
266
Markel Group
MKL
$24.1B
– –
-79,467
Closed -$117M
MKTX icon
267
MarketAxess Holdings
MKTX
$4.11B
– –
-1,587
Closed -$339K
MLM icon
268
Martin Marietta Materials
MLM
$34.2B
– –
-557
Closed -$229K
MRSH
269
Marsh
MRSH
$84.9B
– –
-1,265,958
Closed -$241M
MMM icon
270
3M
MMM
$83.7B
– –
-15,798
Closed -$1.24M
MNST icon
271
Monster Beverage
MNST
$95.4B
– –
-69,255
Closed -$3.67M
MOH icon
272
Molina Healthcare
MOH
$12.2B
– –
-936
Closed -$307K
MOS icon
273
The Mosaic Company
MOS
$7.32B
– –
-15,053
Closed -$536K
MP icon
274
MP Materials
MP
$8.8B
– –
-20,109
Closed -$384K
MPC icon
275
Marathon Petroleum
MPC
$87.3B
– –
-5,488
Closed -$831K
9 10
11
12 13

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