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
$2.97B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$45.7M
3
+$43.2M
4
PYPL icon
PayPal
PYPL
+$24M
5
PAYX icon
Paychex
PAYX
+$23.9M

Top Sells

1
+$23.7M
2
+$22.1M
3
+$21.1M
4
MSM icon
MSC Industrial Direct
MSM
+$20.9M
5
CHD icon
Church & Dwight Co
CHD
+$20.2M

Sector Composition

1 Real Estate 24.83%
2 Consumer Discretionary 14.14%
3 Industrials 13.29%
4 Technology 11.56%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.7M 1%
595,467
-405,423
27
$28.9M 0.97%
188,468
+114,987
28
$27.8M 0.94%
1,544,685
+291,795
29
$27.7M 0.93%
783,430
-290,924
30
$27.5M 0.93%
464,448
+92,641
31
$27.4M 0.92%
465,000
+405,912
32
$27.1M 0.91%
326,742
-139,117
33
$26.8M 0.9%
816,421
+583,930
34
$26.4M 0.89%
611,035
+248,565
35
$26M 0.87%
215,800
+70,793
36
$25.6M 0.86%
430,899
+25,640
37
$25.6M 0.86%
343,574
+182,173
38
$25.4M 0.85%
225,558
+97,676
39
$25.3M 0.85%
313,988
-79,871
40
$24.2M 0.81%
512,602
+148,569
41
$24M 0.81%
626,675
-337,503
42
$23.9M 0.8%
690,427
+124,004
43
$23.9M 0.8%
447,396
+284,409
44
$23.6M 0.79%
32,666
+15,247
45
$23.2M 0.78%
1,258,958
+353,048
46
$23.1M 0.78%
421,796
+106,077
47
$22.7M 0.77%
166,682
-4,133
48
$22.6M 0.76%
339,975
-143,855
49
$22.5M 0.76%
+979,671
50
$22.5M 0.76%
97,162
+52,900
1
2
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