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
101
$7.75M 0.26%
173,625
-182,546
102
$7.73M 0.26%
87,449
+4,690
103
$7.68M 0.26%
65,728
+3,527
104
$7.67M 0.26%
74,569
+4,001
105
$7.6M 0.26%
160,793
-35,244
106
$7.38M 0.25%
30,316
+1,624
107
$7.38M 0.25%
204,955
-1,050,199
108
$7.36M 0.25%
115,964
+6,538
109
$7.24M 0.25%
95,512
-358,049
110
$7.14M 0.24%
98,490
-429,813
111
$7.1M 0.24%
110,558
+5,931
112
$6.92M 0.24%
188,631
+10,119
113
$6.9M 0.23%
27,163
-26,989
114
$6.83M 0.23%
65,060
-43,370
115
$6.61M 0.23%
769,664
+41,280
116
$6.57M 0.22%
178,149
+10,041
117
$6.47M 0.22%
77,790
+4,173
118
$6.45M 0.22%
+36,023
119
$6.24M 0.21%
58,879
-83,423
120
$6.08M 0.21%
+218,304
121
$6.07M 0.21%
42,695
-1,299
122
$5.73M 0.2%
220,739
-154,882
123
$5.7M 0.19%
116,100
-48,537
124
$5.57M 0.19%
44,790
+2,402
125
$5.12M 0.17%
126,678
+47,269
3 4
5
6 7