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
526
$2K ﹤0.01%
19,998
527
$2K ﹤0.01%
37,499
528
$2K ﹤0.01%
63,893
529
$1K ﹤0.01%
40,209
530
$1K ﹤0.01%
24,999
531
$1K ﹤0.01%
33,333
532
$1K ﹤0.01%
10,595
533
$1K ﹤0.01%
24,999
534
$1K ﹤0.01%
19,999
535
– –
-5,794
536
– –
-9,385
537
– –
-8,433
538
– –
-3,656
539
– –
-76,224
540
– –
-44,463
541
– –
-4,548
542
– –
-1,207,228
543
– –
-6,843
544
– –
-57,973
545
– –
-3,199
546
– –
-12,214
547
– –
-1,508
548
– –
-2,772
549
– –
-13,866
550
– –
-17,842
20 21
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