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
101
$24.6M 0.38%
1,096,107
+1,205
102
$24.5M 0.38%
520,736
-2,493
103
$24M 0.37%
157,473
+13,380
104
$23.3M 0.36%
109,282
+1,696
105
$23.2M 0.36%
674,041
+192,712
106
$23.2M 0.36%
+359,248
107
$22.8M 0.35%
85,055
-11,682
108
$22.6M 0.35%
106,449
-1,391
109
$22.2M 0.34%
110,058
-27,674
110
$21.5M 0.33%
236,440
-10,493
111
$21.4M 0.33%
77,195
+2,558
112
$21M 0.32%
+135,987
113
$21M 0.32%
331,713
+54,189
114
$20.6M 0.32%
141,149
+12,047
115
$19.9M 0.31%
743,443
+339,419
116
$19.3M 0.3%
+64,219
117
$18.9M 0.29%
+234,064
118
$18.5M 0.28%
2,686,903
+253,663
119
$18.1M 0.28%
250,131
-335,349
120
$17.1M 0.26%
190,569
+243
121
$16.9M 0.26%
399,724
+12,954
122
$16.6M 0.26%
356,221
-26,604
123
$16.6M 0.26%
+78,114
124
$15.9M 0.24%
252,767
+15,101
125
$15.7M 0.24%
359,459
-238,628