ESCM
Echo Street Capital Management Portfolio holdings
AUM
$747M
1-Year Return
24.25%
This Quarter Return
+0.53%
1 Year Return
+24.25%
3 Year Return
+17.71%
5 Year Return
+119.95%
10 Year Return
+163.35%
AUM
$3.43B
AUM Growth
+$116M
(+3.5%)
Cap. Flow
+$66.6M
Cap. Flow
% of AUM
1.94%
Top 10 Holdings %
Top 10 Hldgs %
25.53%
Holding
172
New
26
Increased
72
Reduced
47
Closed
27
Top Buys
| 1 |
Open Text
OTEX
|
+$47.5M |
| 2 |
D.R. Horton
DHI
|
+$38.5M |
| 3 |
PX
Praxair Inc
PX
|
+$33.3M |
| 4 |
Agilent Technologies
A
|
+$33.2M |
| 5 |
Global Payments
GPN
|
+$32.9M |
Top Sells
| 1 |
PayPal
PYPL
|
+$47.1M |
| 2 |
American Tower
AMT
|
+$40.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$39.3M |
| 4 |
SS&C Technologies
SSNC
|
+$34.7M |
| 5 |
Henry Schein
HSIC
|
+$29.6M |
Sector Composition
| 1 | Real Estate | 25.23% |
| 2 | Technology | 18.41% |
| 3 | Industrials | 12.64% |
| 4 | Consumer Discretionary | 11.52% |
| 5 | Financials | 9.65% |
