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
$3.43B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$38.5M
3
+$33.3M
4
A icon
Agilent Technologies
A
+$33.2M
5
GPN icon
Global Payments
GPN
+$32.9M

Top Sells

1
+$47.1M
2
+$40.5M
3
+$39.3M
4
SSNC icon
SS&C Technologies
SSNC
+$34.7M
5
HSIC icon
Henry Schein
HSIC
+$29.6M

Sector Composition

1 Real Estate 25.23%
2 Technology 18.41%
3 Industrials 12.64%
4 Consumer Discretionary 11.52%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.8M 1.1%
527,435
+20,383
27
$35M 1.02%
1,092,586
+198,636
28
$34M 0.99%
881,077
+231,210
29
$33.7M 0.98%
1,826,619
+1,025,676
30
$31.7M 0.93%
1,443,077
+107,315
31
$31M 0.9%
338,874
+30,503
32
$30.6M 0.89%
+1,670,294
33
$30.6M 0.89%
189,478
+71,285
34
$30.5M 0.89%
596,134
+109,929
35
$30.3M 0.88%
158,339
+21,554
36
$29.2M 0.85%
+763,222
37
$28M 0.82%
355,843
+243,707
38
$28M 0.82%
+240,529
39
$27.5M 0.8%
1,039,018
+363,063
40
$27.5M 0.8%
839,092
+47,400
41
$27.2M 0.79%
1,169,475
+635,005
42
$26.9M 0.79%
773,974
-16,393
43
$26.6M 0.78%
651,243
+19,055
44
$26.5M 0.77%
+421,822
45
$26.4M 0.77%
540,319
-86,894
46
$26.3M 0.77%
424,539
-119,689
47
$26.3M 0.77%
159,717
-98,110
48
$26.2M 0.76%
346,482
+91,175
49
$25.7M 0.75%
311,123
+136,111
50
$25.1M 0.73%
230,328
+12,899
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2
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