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
$6.49B
AUM Growth
+$593M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$72.1M
3
+$49.6M
4
V icon
Visa
V
+$41.1M
5
APD icon
Air Products & Chemicals
APD
+$39.7M

Top Sells

1
+$79M
2
+$71.9M
3
+$42M
4
WH icon
Wyndham Hotels & Resorts
WH
+$40.5M
5
GRA
W.R. Grace & Co.
GRA
+$40.4M

Sector Composition

1 Technology 27.34%
2 Real Estate 17.5%
3 Consumer Discretionary 12.15%
4 Financials 11.64%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33.2M 0.51%
930,578
-164,732
77
$33.1M 0.51%
830,389
-529,326
78
$32.9M 0.51%
2,214,754
+198,694
79
$32.4M 0.5%
114,782
-48,739
80
$31.6M 0.49%
273,604
+23,313
81
$31.2M 0.48%
111,776
-127,099
82
$30.9M 0.48%
479,804
+40,900
83
$30.9M 0.48%
2,220,881
-401,915
84
$30.5M 0.47%
+528,156
85
$29M 0.45%
391,037
-229,960
86
$28.9M 0.45%
955,516
-1,387,284
87
$28.7M 0.44%
395,814
-372,865
88
$28.7M 0.44%
583,630
+20,206
89
$28.7M 0.44%
314,152
+193,663
90
$28.6M 0.44%
396,072
+76,251
91
$28.4M 0.44%
+49,657
92
$28.2M 0.43%
1,068,339
+15,266
93
$27.9M 0.43%
546,830
-516,955
94
$27.9M 0.43%
+300,192
95
$27.3M 0.42%
455,810
-7,900
96
$27.2M 0.42%
432,407
-644,367
97
$27M 0.42%
209,556
+49,349
98
$26.9M 0.42%
498,973
+377,624
99
$26.2M 0.4%
860,960
+172,687
100
$25.8M 0.4%
599,604
-603,115
2 3
4
5 6