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
$9.99B
AUM Growth
+$4.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$145M
3
+$113M
4
SHW icon
Sherwin-Williams
SHW
+$112M
5
EFX icon
Equifax
EFX
+$103M

Top Sells

1
+$58.6M
2
+$55M
3
+$53.4M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$53.3M
5
APD icon
Air Products & Chemicals
APD
+$45.3M

Sector Composition

1 Technology 30.94%
2 Financials 16.57%
3 Healthcare 13.02%
4 Industrials 9.95%
5 Real Estate 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57.8M 0.58%
320,902
+71,745
77
$55.4M 0.55%
1,274,027
+474,590
78
$51.8M 0.52%
702,296
+71,477
79
$46.6M 0.47%
65,314
+23,963
80
$46.5M 0.47%
281,714
+225,666
81
$46.4M 0.46%
286,581
-32,406
82
$45.6M 0.46%
+1,052,593
83
$41.4M 0.41%
2,399,851
+1,391,044
84
$38.5M 0.39%
+912,197
85
$37.9M 0.38%
354,986
+61,927
86
$33.8M 0.34%
259,317
+72,551
87
$28.9M 0.29%
+180,084
88
$27.5M 0.27%
703,045
+184,364
89
$24.8M 0.25%
275,943
-592,802
90
$22.5M 0.23%
+283,187
91
$19.5M 0.2%
481,903
+164,356
92
$18.9M 0.19%
+328,714
93
$17.5M 0.18%
286,984
+232,719
94
$16.9M 0.17%
+181,445
95
$16.9M 0.17%
+121,410
96
$16.6M 0.17%
+16,038
97
$15.9M 0.16%
+717,756
98
$15.6M 0.16%
+67,241
99
$14.2M 0.14%
864,731
+657,604
100
$14M 0.14%
939,047
+856,457
2 3
4
5 6