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
76
$13.5M 0.46%
+153,204
77
$13.5M 0.46%
168,489
-70,318
78
$13.3M 0.45%
389,895
+207,128
79
$13.2M 0.45%
99,165
+30,577
80
$13.1M 0.45%
179,736
+115,245
81
$12.5M 0.43%
179,054
+98,345
82
$11.8M 0.4%
+640,592
83
$11.6M 0.4%
187,096
-43,079
84
$11.5M 0.39%
96,543
+36,413
85
$11.5M 0.39%
193,000
+81,901
86
$10.9M 0.37%
99,708
+67,282
87
$10.5M 0.36%
+65,195
88
$10.1M 0.34%
+408,299
89
$9.92M 0.34%
359,038
-118,488
90
$9.88M 0.34%
188,747
+74,484
91
$9.6M 0.33%
461,734
+203,254
92
$8.66M 0.3%
46,519
-12,296
93
$8.54M 0.29%
+62,839
94
$8.46M 0.29%
+283,903
95
$8.41M 0.29%
131,934
-124,524
96
$8.33M 0.28%
760,701
+329,503
97
$8.26M 0.28%
299,726
-64,100
98
$8.26M 0.28%
59,297
-52,035
99
$8.2M 0.28%
36,348
-75,296
100
$7.79M 0.27%
70,169
-95,878
2 3
4
5 6