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
$1.62B
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$22.2M
3
+$19.4M
4
ECL icon
Ecolab
ECL
+$18M
5
MTH icon
Meritage Homes
MTH
+$17.9M

Top Sells

1
+$37.4M
2
+$32.6M
3
+$24M
4
ORLY icon
O'Reilly Automotive
ORLY
+$18.5M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$17.9M

Sector Composition

1 Industrials 23.58%
2 Consumer Discretionary 20.55%
3 Real Estate 16.52%
4 Financials 14.63%
5 Technology 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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