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
$13B
AUM Growth
+$1.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$111M
3
+$99.7M
4
MQ icon
Marqeta
MQ
+$99.2M
5
GPN icon
Global Payments
GPN
+$77.7M

Top Sells

1
+$82.8M
2
+$82M
3
+$77.6M
4
CHD icon
Church & Dwight Co
CHD
+$65.8M
5
EFX icon
Equifax
EFX
+$58.6M

Sector Composition

1 Technology 34.69%
2 Financials 17.88%
3 Healthcare 15.24%
4 Industrials 10.58%
5 Real Estate 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$18K ﹤0.01%
+12,499
577
$14K ﹤0.01%
+13,332
578
– –
-10,378
579
– –
-895
580
– –
-4,182
581
– –
-4,300
582
– –
-4,580
583
– –
-1,291
584
– –
-2,077
585
– –
-5,339
586
– –
-3,831
587
– –
-33,566
588
– –
-4,571
589
– –
-6,267
590
– –
-14,397
591
– –
-6,275
592
– –
-2,876
593
– –
-3,082
594
– –
-2,814
595
– –
-4,527
596
– –
-8,266
597
– –
-8,676
598
– –
-7,017
599
– –
-3,144
600
– –
-2,642
22 23
24
25 26