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
$1.73B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$24.5M
3
+$18.3M
4
ECL icon
Ecolab
ECL
+$17.7M
5
TRAK
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
+$17.5M

Top Sells

1
+$32.6M
2
+$26.4M
3
+$23.3M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$18.8M
5
MAA icon
Mid-America Apartment Communities
MAA
+$17.1M

Sector Composition

1 Industrials 24.58%
2 Real Estate 21.07%
3 Consumer Discretionary 16.71%
4 Financials 12%
5 Materials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.9M 3.3%
244,372
+55,022
2
$55.1M 3.19%
481,667
+155,146
3
$49.1M 2.84%
+521,009
4
$48.3M 2.8%
1,030,930
+389,707
5
$48M 2.78%
1,876,028
-19,657
6
$44.7M 2.59%
676,390
+53,879
7
$39.3M 2.28%
363,192
+226,233
8
$36.5M 2.12%
311,908
-125,863
9
$35M 2.03%
665,782
+53,275
10
$30M 1.74%
238,850
-120,693
11
$29.6M 1.72%
1,148,331
+343,086
12
$29.5M 1.71%
195,163
-7,249
13
$28.6M 1.66%
967,756
-6,596
14
$28.3M 1.64%
547,553
-21,050
15
$27.3M 1.58%
367,205
-144,686
16
$27.3M 1.58%
446,091
+30,485
17
$27.2M 1.58%
1,119,564
-958,630
18
$27M 1.57%
1,316,870
+62,032
19
$26.4M 1.53%
205,521
-12,630
20
$25.6M 1.49%
432,763
+96,500
21
$24.5M 1.42%
215,625
+146,386
22
$23.4M 1.36%
166,696
+40,006
23
$22.2M 1.29%
224,636
+170,685
24
$21M 1.22%
321,192
+46,196
25
$20.9M 1.21%
667,570
-152,596
1
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