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
$2.94B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$34.9M
3
+$29.2M
4
CCI icon
Crown Castle
CCI
+$25.7M
5
ELLI
Ellie Mae Inc
ELLI
+$21M

Top Sells

1
+$37.8M
2
+$31.2M
3
+$27.9M
4
KMX icon
CarMax
KMX
+$27.1M
5
MSM icon
MSC Industrial Direct
MSM
+$24.3M

Sector Composition

1 Real Estate 24.11%
2 Technology 15.35%
3 Consumer Discretionary 12.78%
4 Industrials 9.73%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.8M 0.67%
481,648
+157,028
52
$18.9M 0.64%
316,818
+141,143
53
$18.7M 0.64%
580,484
-182,207
54
$18.1M 0.62%
638,103
-828,838
55
$17.7M 0.6%
204,472
+22,679
56
$17.6M 0.6%
267,018
-184,529
57
$17.4M 0.59%
394,876
+24,356
58
$17.4M 0.59%
252,258
+127,259
59
$17.3M 0.59%
402,466
+22,242
60
$17.2M 0.59%
592,519
+427,646
61
$16.8M 0.57%
261,102
+137,992
62
$16.4M 0.56%
1,139,280
-1,274,460
63
$16M 0.54%
345,807
+247,378
64
$15.8M 0.54%
379,602
+204,596
65
$15.5M 0.53%
216,808
+124,136
66
$15.4M 0.52%
572,610
+308,580
67
$15.2M 0.52%
+144,363
68
$15.2M 0.52%
195,401
-11,076
69
$15.1M 0.52%
332,319
+194,588
70
$14.9M 0.51%
+85,462
71
$14.8M 0.5%
239,613
+13,537
72
$14.6M 0.5%
458,979
+79,145
73
$14.5M 0.49%
279,634
+164,267
74
$14.2M 0.48%
160,308
+30,153
75
$14.1M 0.48%
119,846
+16,647
1 2
3
4 5