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
$2.94B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$36.5M
3
+$29M
4
CCI icon
Crown Castle
CCI
+$26.3M
5
ELLI
Ellie Mae Inc
ELLI
+$23.4M

Top Sells

1
+$35.8M
2
+$30.2M
3
+$27.9M
4
SRCL
Stericycle Inc
SRCL
+$24.8M
5
MSM icon
MSC Industrial Direct
MSM
+$24.3M

Sector Composition

1 Real Estate 24.11%
2 Technology 15.35%
3 Consumer Discretionary 12.78%
4 Industrials 9.73%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-141,062
152
– –
-68,031
153
– –
-56,562
154
– –
-206,208
155
– –
-4,280
156
– –
-151,356
157
– –
-651,613
158
– –
-612,261
159
– –
-213,443
160
– –
-67,810
161
– –
-51,087
3 4 5 6
7