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
$4.51B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$71M
2 +$31.8M
3 +$31.6M
4
BLKB icon
Blackbaud
BLKB
+$29.3M
5
SCHW icon
Charles Schwab
SCHW
+$25.3M

Top Sells

1 +$41.3M
2 +$32.7M
3 +$31.6M
4
KMX icon
CarMax
KMX
+$25.9M
5
SPSC icon
SPS Commerce
SPSC
+$24.9M

Sector Composition

1 Technology 19.65%
2 Real Estate 18.97%
3 Consumer Discretionary 16.75%
4 Industrials 12.37%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-75,352
177
-398,639
178
-57,868
179
-30,588
180
-712,253
181
-354,776
182
-146,283
183
-31,706
184
-176,716
185
-82,154
186
-200,373
187
-395,359
188
-477,183
189
-42,244
190
-463,613
191
-147,856
192
-168,778
193
-291,964
194
-356,270
195
-12,535
196
0
197
-311,520
198
-51,192
199
-42,183