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
$10.4B
AUM Growth
-$587M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$128M
3
+$100M
4
EQIX icon
Equinix
EQIX
+$99.4M
5
DHR icon
Danaher
DHR
+$81.6M

Top Sells

1
+$174M
2
+$96M
3
+$81.6M
4
CCI icon
Crown Castle
CCI
+$72.6M
5
PODD icon
Insulet
PODD
+$71.7M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.68%
3 Financials 15.38%
4 Industrials 11.69%
5 Real Estate 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$141M 1.35%
703,533
+3,336
27
$138M 1.32%
1,317,426
+222,013
28
$137M 1.32%
421,416
+167,164
29
$137M 1.31%
2,355,020
+416,810
30
$130M 1.25%
3,849,170
+389
31
$130M 1.24%
584,628
+5,784
32
$128M 1.23%
724,632
+194,029
33
$128M 1.23%
736,948
-127,614
34
$124M 1.19%
671,577
+386,677
35
$123M 1.17%
820,999
+120,846
36
$119M 1.14%
2,627,828
-116,651
37
$115M 1.1%
472,817
-7,577
38
$114M 1.09%
494,906
-312,737
39
$112M 1.07%
1,252,370
+5,226
40
$111M 1.07%
2,251,281
-472,867
41
$111M 1.06%
1,730,235
-1,146
42
$110M 1.05%
911,256
+220,318
43
$108M 1.04%
7,169,067
+6,630,440
44
$108M 1.04%
2,488,946
+223,800
45
$105M 1.01%
1,883,413
+201,546
46
$104M 0.99%
1,764,968
-251,732
47
$103M 0.99%
1,628,799
-456,601
48
$103M 0.99%
1,533,541
+472,862
49
$102M 0.98%
651,561
+1,128
50
$102M 0.97%
592,998
-54,162
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