ESCM
Echo Street Capital Management Portfolio holdings
AUM
$747M
1-Year Return
24.25%
This Quarter Return
-2.8%
1 Year Return
+24.25%
3 Year Return
+17.71%
5 Year Return
+119.95%
10 Year Return
+163.35%
AUM
$1.72B
AUM Growth
+$191M
(+12%)
Cap. Flow
+$203M
Cap. Flow
% of AUM
11.76%
Top 10 Holdings %
Top 10 Hldgs %
21.72%
Holding
173
New
37
Increased
74
Reduced
32
Closed
30
Top Buys
| 1 |
AutoNation
AN
|
$31.3M |
| 2 |
Ametek
AME
|
$21.4M |
| 3 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$20.5M |
| 4 |
American Express
AXP
|
$19.7M |
| 5 |
BECN
Beacon Roofing Supply, Inc.
BECN
|
$18.8M |
Top Sells
| 1 |
Brown & Brown
BRO
|
$22M |
| 2 |
Procter & Gamble
PG
|
$16.9M |
| 3 |
Zoetis
ZTS
|
$14.8M |
| 4 |
Home Depot
HD
|
$14.3M |
| 5 |
AutoZone
AZO
|
$13.1M |
Sector Composition
| 1 | Consumer Discretionary | 22.16% |
| 2 | Real Estate | 20.36% |
| 3 | Industrials | 18.85% |
| 4 | Financials | 16.37% |
| 5 | Healthcare | 5.89% |
