ESCM
Echo Street Capital Management Portfolio holdings
AUM
$747M
1-Year Return
24.25%
This Quarter Return
-1.97%
1 Year Return
+24.25%
3 Year Return
+17.71%
5 Year Return
+119.95%
10 Year Return
+163.35%
AUM
$1.28B
AUM Growth
+$262M
(+26%)
Cap. Flow
+$264M
Cap. Flow
% of AUM
20.63%
Top 10 Holdings %
Top 10 Hldgs %
29.72%
Holding
143
New
58
Increased
39
Reduced
27
Closed
18
Top Buys
| 1 |
LKQ Corp
LKQ
|
+$52.2M |
| 2 |
DNB
Dun & Bradstreet
DNB
|
+$16.5M |
| 3 |
Gildan
GIL
|
+$16.4M |
| 4 |
Brown & Brown
BRO
|
+$16.1M |
| 5 |
Crown Castle
CCI
|
+$14.4M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$23.8M |
| 2 |
Equinix
EQIX
|
+$22.7M |
| 3 |
Visa
V
|
+$21.1M |
| 4 |
Aramark
ARMK
|
+$19.8M |
| 5 |
eBay
EBAY
|
+$15.3M |
Sector Composition
| 1 | Consumer Discretionary | 21.32% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 15.47% |
| 4 | Industrials | 13.79% |
| 5 | Technology | 11.21% |
