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
$9.99B
AUM Growth
+$4.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$145M
3
+$113M
4
SHW icon
Sherwin-Williams
SHW
+$112M
5
EFX icon
Equifax
EFX
+$103M

Top Sells

1
+$58.6M
2
+$55M
3
+$53.4M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$53.3M
5
APD icon
Air Products & Chemicals
APD
+$45.3M

Sector Composition

1 Technology 30.94%
2 Financials 16.57%
3 Healthcare 13.02%
4 Industrials 9.95%
5 Real Estate 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$117M 1.17%
3,947,941
+2,277,379
27
$117M 1.17%
1,342,398
+744,894
28
$115M 1.16%
347,195
+169,504
29
$114M 1.14%
519,558
+178,220
30
$112M 1.12%
+456,405
31
$111M 1.11%
1,273,841
-629,964
32
$111M 1.11%
3,071,332
+844,497
33
$109M 1.09%
197,320
+55,204
34
$108M 1.09%
298,222
+81,980
35
$107M 1.07%
239,148
+85,739
36
$105M 1.05%
1,790,612
+508,263
37
$104M 1.04%
1,122,750
+301,760
38
$102M 1.02%
3,202,032
+328,764
39
$102M 1.02%
493,300
+37,505
40
$101M 1.01%
1,460,093
+509,584
41
$100M 1%
2,165,142
+833,128
42
$100M 1%
1,757,458
+567,711
43
$96.8M 0.97%
510,719
+120,081
44
$96.2M 0.96%
604,046
+316,247
45
$95M 0.95%
220,321
+89,270
46
$94M 0.94%
947,657
+70,117
47
$93.1M 0.93%
55,565
+19,482
48
$92.3M 0.92%
172,807
+37,369
49
$91.6M 0.92%
183,239
+51,240
50
$91.5M 0.92%
1,044,660
+358,980
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