ESCM

Echo Street Capital Management Portfolio holdings

AUM $747M
1-Year Est. Return 24.25%
This Fund
S&P 500
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
126
$1.52M 0.02%
+113,632
127
$1.52M 0.02%
+4,289
128
$1.51M 0.02%
+7,431
129
$1.42M 0.01%
+8,700
130
$1.38M 0.01%
+11,815
131
$1.36M 0.01%
+20,776
132
$1.33M 0.01%
48,282
-79,240
133
$1.32M 0.01%
+26,366
134
$1.3M 0.01%
+7,219
135
$1.27M 0.01%
+11,397
136
$1.25M 0.01%
+14,538
137
$1.25M 0.01%
+71,887
138
$1.25M 0.01%
+41,641
139
$1.22M 0.01%
+28,238
140
$1.22M 0.01%
+7,988
141
$1.21M 0.01%
+6,012
142
$1.21M 0.01%
+19,020
143
$1.21M 0.01%
5,159
-11,330
144
$1.19M 0.01%
+40,390
145
$1.18M 0.01%
+5,371
146
$1.16M 0.01%
+100,000
147
$1.15M 0.01%
+23,892
148
$1.12M 0.01%
+23,810
149
$1.12M 0.01%
+86,000
150
$1.12M 0.01%
+22,481
4 5
6
7 8