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
$657M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$35.1M
3
+$34.5M
4
CCK icon
Crown Holdings
CCK
+$34M
5
CPRT icon
Copart
CPRT
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 21.21%
2 Real Estate 20.19%
3 Technology 19.06%
4 Financials 12.32%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10M 1.52%
+312,694
27
$9.92M 1.51%
+217,184
28
$9.45M 1.44%
+164,470
29
$9.4M 1.43%
+121,888
30
$8.74M 1.33%
+182,000
31
$8.5M 1.29%
+170,532
32
$8.09M 1.23%
+88,800
33
$7.42M 1.13%
+118,057
34
$7.36M 1.12%
+187,519
35
$7.24M 1.1%
+213,826
36
$7.23M 1.1%
+109,786
37
$7.21M 1.1%
+215,569
38
$6.58M 1%
+281,129
39
$3.74M 0.57%
+109,818
40
$3.55M 0.54%
+23,911
41
$3.48M 0.53%
+141,527
42
$3.47M 0.53%
+176,672
43
$2.37M 0.36%
+43,748
44
$1.99M 0.3%
+164,491
45
$1.63M 0.25%
+117,474
46
$1.61M 0.24%
+52,310
47
$1.48M 0.23%
+65,563
48
$822K 0.13%
+35,837
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