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
$9.99B
AUM Growth
+$4.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$145M
3
+$113M
4
SHW icon
Sherwin-Williams
SHW
+$112M
5
EFX icon
Equifax
EFX
+$103M

Top Sells

1
+$58.6M
2
+$55M
3
+$53.4M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$53.3M
5
APD icon
Air Products & Chemicals
APD
+$45.3M

Sector Composition

1 Technology 30.94%
2 Financials 16.57%
3 Healthcare 13.02%
4 Industrials 9.95%
5 Real Estate 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.12M 0.01%
102,342
+86,505
152
$1.11M 0.01%
+15,234
153
$1.11M 0.01%
+20,803
154
$1.09M 0.01%
+37,916
155
$1.08M 0.01%
+8,045
156
$1.07M 0.01%
+8,742
157
$1.06M 0.01%
+18,194
158
$1.06M 0.01%
+14,537
159
$1.05M 0.01%
+11,049
160
$1.05M 0.01%
+100,000
161
$1.04M 0.01%
+6,025
162
$1.03M 0.01%
+17,230
163
$1.03M 0.01%
+100,000
164
$1M 0.01%
+10,393
165
$992K 0.01%
+49,117
166
$990K 0.01%
+24,837
167
$982K 0.01%
+2,958
168
$980K 0.01%
+17,877
169
$956K 0.01%
+12,873
170
$947K 0.01%
+17,804
171
$946K 0.01%
+8,129
172
$932K 0.01%
3,410
-165,800
173
$907K 0.01%
+4,665
174
$899K 0.01%
+4,274
175
$899K 0.01%
+53,066
5 6
7
8 9