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
$5.82B
AUM Growth
-$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$88.7M
2
+$50M
3
+$34.6M
4
TRU icon
TransUnion
TRU
+$32.3M
5
PCTY icon
Paylocity
PCTY
+$31.6M

Top Sells

1
+$109M
2
+$93.4M
3
+$87.8M
4
FIS icon
Fidelity National Information Services
FIS
+$87.3M
5
WEX icon
WEX
WEX
+$84.4M

Sector Composition

1 Technology 33.15%
2 Financials 17.23%
3 Healthcare 13.12%
4 Industrials 9.95%
5 Real Estate 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-11,536
427
– –
-309,628
428
– –
-28,486
429
– –
-4,419
430
– –
-17,784
431
– –
-102,943
432
– –
-20,372
433
– –
-115,434
434
– –
-106,938
14 15 16 17
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