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
$747M
AUM Growth
-$9.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$474M

Top Sells

1
+$1.06B
2
+$599M
3
+$421M
4
FISV
Fiserv Inc
FISV
+$336M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$283M

Sector Composition

1 Technology 2.19%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
126
Thermo Fisher Scientific
TMO
$235B
– –
-217,492
TMUS icon
127
T-Mobile US
TMUS
$213B
– –
-6,039
TOST icon
128
Toast
TOST
$20.4B
– –
-9,441,100
TPH icon
129
Tri Pointe Homes
TPH
$3.04B
– –
-106,795
TPR icon
130
Tapestry
TPR
$27.4B
– –
-18,047
TREX icon
131
Trex
TREX
$4.62B
– –
-3,580
TRU icon
132
TransUnion
TRU
$16.7B
– –
-13,398
TRV icon
133
Travelers Companies
TRV
$60.9B
– –
-2,619
TSCO icon
134
Tractor Supply
TSCO
$26.8B
– –
-12,995
TSLA icon
135
Tesla
TSLA
$1.47T
– –
-1,503
TT icon
136
Trane Technologies
TT
$86.3B
– –
-19,887
TWLO icon
137
Twilio
TWLO
$18.5B
– –
-6,785
TXRH icon
138
Texas Roadhouse
TXRH
$12.7B
– –
-5,661
TXT icon
139
Textron
TXT
$16.4B
– –
-4,205
UAL icon
140
United Airlines
UAL
$37.2B
– –
-31,596
UBER icon
141
Uber
UBER
$173B
– –
-4,577
UGI icon
142
UGI
UGI
$8.04B
– –
-19,515
ULTA icon
143
Ulta Beauty
ULTA
$29.6B
– –
-856
UNH icon
144
UnitedHealth
UNH
$305B
– –
-500,678
UNM icon
145
Unum
UNM
$13.3B
– –
-13,045
UPS icon
146
United Parcel Service
UPS
$92B
– –
-1,384
UTHR icon
147
United Therapeutics
UTHR
$20.3B
– –
-1,264
V icon
148
Visa
V
$636B
– –
-2,603,392
VEEV icon
149
Veeva Systems
VEEV
$36B
– –
-584,395
VFC icon
150
VF Corp
VFC
$7.6B
– –
-23,746
4 5
6
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