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
+$293M
2
+$140M
3
+$108M
4
PYPL icon
PayPal
PYPL
+$99.9M
5
EFX icon
Equifax
EFX
+$90.2M

Top Sells

1
+$54M
2
+$53.4M
3
+$51.4M
4
APD icon
Air Products & Chemicals
APD
+$46.7M
5
RP
RealPage, Inc.
RP
+$41.3M

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
351
$213K ﹤0.01%
+2,241
352
$209K ﹤0.01%
+1,911
353
$204K ﹤0.01%
+2,941
354
$204K ﹤0.01%
+898
355
$202K ﹤0.01%
+743
356
$191K ﹤0.01%
+28,467
357
$166K ﹤0.01%
+15,709
358
$159K ﹤0.01%
+10,920
359
– –
-357,448
360
– –
-43,071
361
– –
-30,591
362
– –
-8,401
363
– –
-12,533
364
– –
-36,292
365
– –
-56,065
366
– –
-11,994
11 12 13 14
15