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

Top Buys

1
+$148M
2
+$146M
3
+$117M
4
EQIX icon
Equinix
EQIX
+$114M
5
DHR icon
Danaher
DHR
+$87.2M

Top Sells

1
+$174M
2
+$96M
3
+$90.8M
4
CCI icon
Crown Castle
CCI
+$85.9M
5
PODD icon
Insulet
PODD
+$78.3M

Sector Composition

1 Technology 26.65%
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
651
– –
-3,458
652
– –
-2,309
653
– –
-26,745
654
– –
-31,808
655
– –
-2,352
656
– –
-3,352
657
– –
-20,157
658
– –
-23,467
659
– –
-4,837
660
– –
-7,929
661
– –
-2,479
662
– –
-14,487
663
– –
-269,215
664
– –
-23,076
665
– –
-17,147
666
– –
-2,267
667
– –
-3,835
668
– –
-31,790
669
– –
-8,984
670
– –
-3,353
671
– –
-14,225
672
– –
-13,955
673
– –
-9,622
674
– –
-4,922
675
– –
-6,543
25 26
27
28 29