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
$11.1B
AUM Growth
+$786M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$131M
3
+$116M
4
AAPL icon
Apple
AAPL
+$93.5M
5
MTH icon
Meritage Homes
MTH
+$76.9M

Top Sells

1
+$115M
2
+$111M
3
+$99.6M
4
STE icon
Steris
STE
+$87.2M
5
GS icon
Goldman Sachs
GS
+$59.3M

Sector Composition

1 Technology 28.54%
2 Healthcare 17.3%
3 Financials 16.67%
4 Real Estate 10.08%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-11,800
552
– –
-4,205
553
– –
-72,124
554
– –
-1,506
555
– –
-49,073
556
– –
-3,078
557
– –
-5,353
558
– –
-23,067
559
– –
-35,486
560
– –
-8,502
561
– –
-7,523
562
– –
-172,634
563
– –
-19,326
564
– –
-9,298
565
– –
-7,671
566
– –
-2,442
567
– –
-19,103
568
– –
-1,631
569
– –
-2,553
570
– –
-23,983
571
– –
-12,483
572
– –
-49,241
573
– –
-9,212
574
– –
-4,491
575
– –
-16,706
21 22
23
24 25