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
$11.1B
AUM Growth
+$786M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$131M
3
+$116M
4
AAPL icon
Apple
AAPL
+$93.5M
5
MTH icon
Meritage Homes
MTH
+$76.9M

Top Sells

1
+$115M
2
+$111M
3
+$99.6M
4
STE icon
Steris
STE
+$87.2M
5
GS icon
Goldman Sachs
GS
+$59.3M

Sector Composition

1 Technology 28.54%
2 Healthcare 17.3%
3 Financials 16.67%
4 Real Estate 10.08%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$215K ﹤0.01%
5,884
-12,300
452
$215K ﹤0.01%
3,367
-13,840
453
$214K ﹤0.01%
4,958
-3,233
454
$213K ﹤0.01%
+7,982
455
$213K ﹤0.01%
3,644
-7,086
456
$210K ﹤0.01%
10,430
-3,402
457
$210K ﹤0.01%
1,711
-4,396
458
$209K ﹤0.01%
+5,270
459
$209K ﹤0.01%
1,077
-136
460
$208K ﹤0.01%
1,275
-16,222
461
$205K ﹤0.01%
+3,797
462
$204K ﹤0.01%
+2,971
463
$204K ﹤0.01%
4,709
-8,508
464
$204K ﹤0.01%
+16,390
465
$203K ﹤0.01%
8,619
-8,317
466
$202K ﹤0.01%
+1,377
467
$202K ﹤0.01%
+1,652
468
$201K ﹤0.01%
+13,052
469
$189K ﹤0.01%
+20,113
470
$146K ﹤0.01%
29,179
-46,220
471
$112K ﹤0.01%
+11,616
472
– –
-6,015
473
– –
-34,865
474
– –
-2,276
475
– –
-9,875
17 18
19
20 21