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
$1.02B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$25.8M
3
+$19.8M
4
EBAY icon
eBay
EBAY
+$19.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$17.5M

Top Sells

1
+$33.4M
2
+$14.5M
3
+$14.3M
4
CCI icon
Crown Castle
CCI
+$13M
5
AZO icon
AutoZone
AZO
+$12M

Sector Composition

1 Industrials 17.29%
2 Consumer Discretionary 17.27%
3 Real Estate 16.63%
4 Financials 12.41%
5 Technology 12.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.7M 4.87%
1,681,964
+140,000
2
$36.8M 3.61%
207,247
+7,648
3
$36.3M 3.56%
310,224
-122,072
4
$35.4M 3.47%
255,338
+114,999
5
$34.9M 3.42%
388,371
-55,149
6
$32.7M 3.2%
7,129,768
-2,307,080
7
$29.9M 2.93%
537,160
+159,976
8
$28.7M 2.81%
578,238
+283,657
9
$26.5M 2.6%
+810,956
10
$25.8M 2.53%
+323,501
11
$24.5M 2.41%
2,860,155
+1,222,800
12
$23.8M 2.34%
283,888
+162,000
13
$22.3M 2.19%
1,422,438
+896,238
14
$19.8M 1.94%
+1,043,880
15
$19.6M 1.93%
524,000
+316,000
16
$19.4M 1.9%
581,441
-99,900
17
$19.4M 1.9%
+838,728
18
$19.2M 1.88%
826,940
+83,330
19
$18.9M 1.85%
256,837
-177,082
20
$18.7M 1.83%
222,570
+170,570
21
$18.5M 1.82%
304,756
-59,000
22
$18.3M 1.79%
376,880
+195,765
23
$17.5M 1.71%
+156,934
24
$17.1M 1.68%
35,748
-25,210
25
$16.6M 1.62%
159,901
1
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