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

Top Buys

1
+$131M
2
+$128M
3
+$100M
4
EQIX icon
Equinix
EQIX
+$99.4M
5
DHR icon
Danaher
DHR
+$81.6M

Top Sells

1
+$174M
2
+$96M
3
+$81.6M
4
CCI icon
Crown Castle
CCI
+$72.6M
5
PODD icon
Insulet
PODD
+$71.7M

Sector Composition

1 Technology 26.66%
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
51
$101M 0.97%
489,837
-3,127
52
$100M 0.96%
8,437,510
+1,011,087
53
$99.4M 0.95%
+174,724
54
$94.7M 0.91%
3,560,104
+17,568
55
$92.8M 0.89%
495,798
-186,156
56
$92.7M 0.89%
557,540
+85,173
57
$91.8M 0.88%
1,339,012
+4,371
58
$86.3M 0.83%
1,142,137
+155,772
59
$81.8M 0.78%
227,423
-236
60
$77.5M 0.74%
398,030
+8,126
61
$74.3M 0.71%
678,137
-5,418
62
$72.3M 0.69%
1,207,480
+24,816
63
$72.2M 0.69%
66,583
+643
64
$68.9M 0.66%
1,031,995
-493,216
65
$66.8M 0.64%
1,503,759
+76,910
66
$62.8M 0.6%
306,701
+77,739
67
$62.8M 0.6%
259,915
-271,480
68
$58.3M 0.56%
356,646
-282,663
69
$57.6M 0.55%
3,891,553
-431,550
70
$57.4M 0.55%
136,147
+655
71
$55.5M 0.53%
1,008,671
+113,660
72
$53.2M 0.51%
744,925
-762,284
73
$52.6M 0.5%
2,286,428
+526
74
$52.6M 0.5%
3,385,974
-715,541
75
$51.7M 0.5%
1,711,097
-545,481
1 2
3
4 5