ESCM

Echo Street Capital Management Portfolio holdings

AUM $747M
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$747M
AUM Growth
-$9.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$474M

Top Sells

1
+$1.06B
2
+$599M
3
+$421M
4
FISV
Fiserv Inc
FISV
+$336M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$283M

Sector Composition

1 Technology 2.19%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSLR icon
201
First Solar
FSLR
$26.1B
– –
-1,997
FTV icon
202
Fortive
FTV
$17.6B
– –
-479,080
GE icon
203
GE Aerospace
GE
$337B
– –
-15,165
GEN icon
204
Gen Digital
GEN
$16.3B
– –
-76,089
GGG icon
205
Graco
GGG
$14.4B
– –
-19,872
GH icon
206
Guardant Health
GH
$14.1B
– –
-26,018
GILD icon
207
Gilead Sciences
GILD
$150B
– –
-4,390
GIS icon
208
General Mills
GIS
$24.3B
– –
-26,450
GL icon
209
Globe Life
GL
$11.3B
– –
-7,272
GLW icon
210
Corning
GLW
$80.2B
– –
-9,530
GM icon
211
General Motors
GM
$75.5B
– –
-30,187
GNTX icon
212
Gentex
GNTX
$5.12B
– –
-21,309
GOOGL icon
213
Alphabet (Google) Class A
GOOGL
$4.02T
– –
-2,161,887
GPC icon
214
Genuine Parts
GPC
$18.6B
– –
-16,754
GPN icon
215
Global Payments
GPN
$21B
– –
-637,328
GRMN icon
216
Garmin
GRMN
$40.9B
– –
-2,682
GWW icon
217
W.W. Grainger
GWW
$50.1B
– –
-413
H icon
218
Hyatt Hotels
H
$16B
– –
-2,128
HBAN icon
219
Huntington Bancshares
HBAN
$27.8B
– –
-14,241
HCA icon
220
HCA Healthcare
HCA
$109B
– –
-4,325
HD icon
221
Home Depot
HD
$377B
– –
-1,345
HEI icon
222
HEICO Corp
HEI
$49.9B
– –
-1,936
HEI.A icon
223
HEICO Corp Class A
HEI.A
$37.8B
– –
-223,429
HES
224
DELISTED
Hess
HES
– –
-1,553
HIG icon
225
Hartford Financial Services
HIG
$36.8B
– –
-8,412
7 8
9
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