ESCM

Echo Street Capital Management Portfolio holdings

AUM $747M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$118M
3
+$78M
4
FDS icon
Factset
FDS
+$75M
5
CHD icon
Church & Dwight Co
CHD
+$72.5M

Top Sells

1
+$486M
2
+$84.5M
3
+$83.9M
4
TOL icon
Toll Brothers
TOL
+$60.9M
5
CRM icon
Salesforce
CRM
+$53.6M

Sector Composition

1 Technology 29.82%
2 Financials 18.83%
3 Healthcare 13.62%
4 Industrials 12.11%
5 Real Estate 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-4,466
552
– –
-21,647
553
– –
-25,487
554
– –
-12,242
555
– –
-2,962
556
– –
-5,159
557
– –
-65,314
558
– –
-1,926
559
– –
-26,366
560
– –
-2,241
561
– –
-17,520
562
– –
-15,927
563
– –
-4,593
564
– –
-1,947
565
– –
-1,537
566
– –
-8,313
567
– –
-6,444
568
– –
-53,066
569
– –
-6,338
570
– –
-6,896
571
– –
-13,653
572
– –
-11,397
573
– –
-23,611
574
– –
-14,537
575
– –
-48,282
21 22
23
24 25