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
$2.39B
AUM Growth
+$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$40.6M
3
+$36.2M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.6M
5
PYPL icon
PayPal
PYPL
+$29.1M

Top Sells

1
+$25.9M
2
+$25.8M
3
+$18.8M
4
HSY icon
Hershey
HSY
+$18M
5
ECL icon
Ecolab
ECL
+$17.9M

Sector Composition

1 Real Estate 24.32%
2 Consumer Discretionary 14.38%
3 Industrials 12.67%
4 Healthcare 12.05%
5 Technology 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-200,534
177
– –
-144,426
178
– –
-8,537
179
– –
-190,047
180
– –
-184,718
181
– –
-144,360
182
– –
-246,463
4 5 6 7
8