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
$2.94B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$34.9M
3
+$29.2M
4
CCI icon
Crown Castle
CCI
+$25.7M
5
ELLI
Ellie Mae Inc
ELLI
+$21M

Top Sells

1
+$37.8M
2
+$31.2M
3
+$27.9M
4
KMX icon
CarMax
KMX
+$27.1M
5
MSM icon
MSC Industrial Direct
MSM
+$24.3M

Sector Composition

1 Real Estate 24.11%
2 Technology 15.35%
3 Consumer Discretionary 12.78%
4 Industrials 9.73%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.9M 1.22%
377,668
+178,705
27
$34.7M 1.18%
182,910
+35,808
28
$34.5M 1.17%
859,231
+243,592
29
$34.3M 1.17%
1,714,682
-170,601
30
$33.4M 1.14%
868,228
-49,268
31
$31.1M 1.06%
408,504
+57,294
32
$30.4M 1.04%
194,778
+45,122
33
$28.9M 0.98%
591,231
+151,129
34
$27.2M 0.93%
1,113,531
+574,473
35
$26.4M 0.9%
237,252
+120,436
36
$26M 0.89%
137,554
-62,006
37
$26M 0.89%
609,581
+338,182
38
$25.8M 0.88%
102,508
+69,578
39
$25.6M 0.87%
298,596
+117,837
40
$25.4M 0.86%
626,464
+34,973
41
$25.3M 0.86%
175,416
-15,513
42
$24.1M 0.82%
134,013
+50,809
43
$23.6M 0.8%
294,919
-45,469
44
$22.4M 0.76%
417,473
+328,228
45
$21.8M 0.74%
400,121
-221,226
46
$21.1M 0.72%
587,445
+115,279
47
$21M 0.71%
+255,533
48
$20.6M 0.7%
423,040
+40,500
49
$20.3M 0.69%
11,071
+7,264
50
$20.3M 0.69%
453,602
+198,105
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