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ESCM
Echo Street Capital Management Portfolio holdings
AUM
$747M
1-Year Est. Return
24.25%
This Fund
S&P 500
This Quarter
Est. Return
+0.14%
1 Year Est. Return
+24.25%
3 Year Est. Return
+17.69%
5 Year Est. Return
+119.95%
10 Year Est. Return
+163.01%
AUM
$657M
AUM Growth
–
Cap. Flow
+$665M
Cap. Flow
% of AUM
101.24%
Top 10 Holdings %
Top 10 Hldgs %
45.17%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Equinix
EQIX
|
+$38.8M |
| 2 |
Copart
CPRT
|
+$36.4M |
| 3 |
FISV
Fiserv Inc
FISV
|
+$36.3M |
| 4 |
Corpay
CPAY
|
+$35.1M |
| 5 |
Crown Holdings
CCK
|
+$34.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 21.21% |
| 2 | Real Estate | 20.19% |
| 3 | Technology | 19.06% |
| 4 | Financials | 12.32% |
| 5 | Industrials | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FISV
1
Fiserv Inc
FISV
$26.9B
| $36.1M | 5.5% |
+1,653,964
| New | +$36.3M |
|
|
2
Corpay
CPAY
$23.7B
| $35.1M | 5.35% |
+432,296
| New | +$35.1M |
|
|
3
Equinix
EQIX
$101B
| $34.5M | 5.25% |
+186,599
| New | +$38.8M |
|
|
4
Crown Holdings
CCK
$12.5B
| $34M | 5.17% |
+825,824
| New | +$34.8M |
|
|
5
Copart
CPRT
$25.3B
| $32.9M | 5.01% |
+8,548,848
| New | +$36.4M |
|
6
Intuit
INTU
$76.5B
| $31.4M | 4.79% |
+515,169
| New | +$31.1M |
|
7
AutoZone
AZO
$48.5B
| $25.8M | 3.93% |
+60,958
| New | +$24.9M |
|
8
LKQ Corp
LKQ
$6.35B
| $24.6M | 3.74% |
+954,233
| New | +$22.8M |
|
9
Henry Schein
HSIC
$9.93B
| $21.2M | 3.23% |
+565,055
| New | +$20.7M |
|
10
Mid-America Apartment Communities
MAA
$15.3B
| $21.1M | 3.21% |
+311,356
| New | +$21.4M |
|
11
Roper Technologies
ROP
$35.2B
| $20.9M | 3.18% |
+168,339
| New | +$20.6M |
|
12
Cinemark Holdings
CNK
$3.48B
| $20.3M | 3.09% |
+726,341
| New | +$21.3M |
|
13
American Tower
AMT
$78.6B
| $20M | 3.05% |
+273,561
| New | +$21.8M |
|
14
Crown Castle
CCI
$34.7B
| $19.7M | 3% |
+271,919
| New | +$20M |
|
15
Danaher
DHR
$142B
| $19.5M | 2.97% |
+459,338
| New | +$19M |
|
16
Chubb
CB
$131B
| $16.1M | 2.45% |
+179,901
| New | +$16.1M |
|
17
SBA Communications
SBAC
$19.8B
| $13.6M | 2.07% |
+183,520
| New | +$14M |
|
|
ATW
18
DELISTED
Atwood Oceanics
ATW
| $13.2M | 2.01% |
+253,951
| New | +$13.2M |
|
|
INXN
19
DELISTED
Interxion Holding N.V.
INXN
| $13.1M | 1.99% |
+501,031
| New | +$12.7M |
|
|
NE
20
DELISTED
Noble Corporation
NE
| $12.6M | 1.92% |
+383,518
| New | +$12.8M |
|
21
O'Reilly Automotive
ORLY
$68.6B
| $12.3M | 1.87% |
+1,637,355
| New | +$11.8M |
|
22
US Bancorp
USB
$98.2B
| $12.2M | 1.85% |
+336,652
| New | +$11.6M |
|
23
Wells Fargo
WFC
$265B
| $12.1M | 1.84% |
+293,317
| New | +$11.4M |
|
24
Everest Group
EG
$14.4B
| $11.8M | 1.8% |
+92,175
| New | +$11.9M |
|
25
Lowe's Companies
LOW
$118B
| $11.5M | 1.75% |
+281,381
| New | +$11.3M |
|
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