ESCM
Echo Street Capital Management Portfolio holdings
AUM
$747M
1-Year Return
24.25%
This Quarter Return
+16.81%
1 Year Return
+24.25%
3 Year Return
+17.71%
5 Year Return
+119.95%
10 Year Return
+163.35%
AUM
$9.99B
AUM Growth
+$4.17B
(+72%)
Cap. Flow
+$3.35B
Cap. Flow
% of AUM
33.58%
Top 10 Holdings %
Top 10 Hldgs %
23.68%
Holding
366
New
255
Increased
93
Reduced
10
Closed
8
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$309M |
| 2 |
Microsoft
MSFT
|
+$145M |
| 3 |
PayPal
PYPL
|
+$113M |
| 4 |
Sherwin-Williams
SHW
|
+$112M |
| 5 |
Equifax
EFX
|
+$103M |
Top Sells
| 1 |
SS&C Technologies
SSNC
|
+$58.6M |
| 2 |
RP
RealPage, Inc.
RP
|
+$55M |
| 3 |
AvalonBay Communities
AVB
|
+$53.4M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$53.3M |
| 5 |
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% |
