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
$1.73B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$24.5M
3
+$18.3M
4
ECL icon
Ecolab
ECL
+$17.7M
5
TRAK
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
+$17.5M

Top Sells

1
+$32.6M
2
+$26.4M
3
+$23.3M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$18.8M
5
MAA icon
Mid-America Apartment Communities
MAA
+$17.1M

Sector Composition

1 Industrials 24.58%
2 Real Estate 21.07%
3 Consumer Discretionary 16.71%
4 Financials 12%
5 Materials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.9M 1.15%
634,377
+325,087
27
$19M 1.1%
350,174
-214,657
28
$18.1M 1.05%
455,542
-303,200
29
$18M 1.04%
232,786
-221,733
30
$17.5M 1.01%
+453,780
31
$17M 0.98%
697,702
+121,618
32
$16.5M 0.96%
301,436
-210,803
33
$16.4M 0.95%
609,613
+204,044
34
$16.2M 0.94%
+78,641
35
$16.2M 0.94%
395,277
+215,488
36
$15.8M 0.91%
385,252
+238,959
37
$14.5M 0.84%
202,915
+68,550
38
$14.3M 0.83%
+173,391
39
$14.2M 0.83%
+184,860
40
$13.9M 0.81%
+201,129
41
$13.9M 0.81%
166,940
+38,457
42
$13.7M 0.8%
137,920
+22,246
43
$13.7M 0.79%
319,268
-109,621
44
$13.6M 0.79%
+414,117
45
$13.4M 0.78%
126,418
-19,532
46
$13.4M 0.78%
116,958
+68,222
47
$13.3M 0.77%
128,160
-181,638
48
$13.2M 0.77%
271,012
-53,799
49
$12.7M 0.74%
+122,580
50
$12M 0.7%
254,172
+128,061
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