ESCM
Echo Street Capital Management Portfolio holdings
AUM
$747M
1-Year Return
24.25%
This Quarter Return
+5.96%
1 Year Return
+24.25%
3 Year Return
+17.71%
5 Year Return
+119.95%
10 Year Return
+163.35%
AUM
$4.51B
AUM Growth
+$404M
(+9.8%)
Cap. Flow
+$148M
Cap. Flow
% of AUM
3.28%
Top 10 Holdings %
Top 10 Hldgs %
20.43%
Holding
199
New
36
Increased
78
Reduced
52
Closed
32
Top Buys
| 1 |
eBay
EBAY
|
+$67.6M |
| 2 |
Microsoft
MSFT
|
+$33.4M |
| 3 |
Toll Brothers
TOL
|
+$29M |
| 4 |
Blackbaud
BLKB
|
+$28.5M |
| 5 |
Danaher
DHR
|
+$25.3M |
Top Sells
| 1 |
Revvity
RVTY
|
+$46.7M |
| 2 |
Corpay
CPAY
|
+$34.2M |
| 3 |
Hilton Worldwide
HLT
|
+$31.6M |
| 4 |
SPS Commerce
SPSC
|
+$27.6M |
| 5 |
RP
RealPage, Inc.
RP
|
+$26.3M |
Sector Composition
| 1 | Technology | 19.65% |
| 2 | Real Estate | 18.97% |
| 3 | Consumer Discretionary | 16.75% |
| 4 | Industrials | 12.37% |
| 5 | Financials | 9.6% |
