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
$2.97B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$45.7M
3
+$43.2M
4
PYPL icon
PayPal
PYPL
+$24M
5
PAYX icon
Paychex
PAYX
+$23.9M

Top Sells

1
+$23.7M
2
+$22.1M
3
+$21.1M
4
MSM icon
MSC Industrial Direct
MSM
+$20.9M
5
CHD icon
Church & Dwight Co
CHD
+$20.2M

Sector Composition

1 Real Estate 24.83%
2 Consumer Discretionary 14.14%
3 Industrials 13.29%
4 Technology 11.56%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.04M 0.14%
128,288
-2,850
152
$3.91M 0.13%
+36,241
153
$3.63M 0.12%
+63,337
154
$3.42M 0.12%
116,998
-15,413
155
$3.13M 0.11%
120,473
-397,008
156
$2.57M 0.09%
21,621
+4,956
157
$2.15M 0.07%
+43,719
158
$348K 0.01%
+7,429
159
$346K 0.01%
+5,672
160
– –
-83,373
161
– –
-40,894
162
– –
-84,621
163
– –
-91,019
164
– –
-355,042
165
– –
-110,276
166
– –
-75,431
167
– –
-147,544
168
– –
-80,525
169
– –
-215,202
170
– –
-871,988
171
– –
-403,024
172
– –
-55,759
173
– –
-332,128
174
– –
-226,454
175
– –
-14,524
4 5 6
7
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