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
$2.39B
AUM Growth
+$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$44.2M
2 +$42.5M
3 +$37.6M
4
CPAY icon
Corpay
CPAY
+$34.8M
5
PYPL icon
PayPal
PYPL
+$27.8M

Top Sells

1 +$28.9M
2 +$25M
3 +$21.9M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$18.8M
5
ECL icon
Ecolab
ECL
+$18.2M

Sector Composition

1 Real Estate 24.32%
2 Consumer Discretionary 14.38%
3 Industrials 12.67%
4 Healthcare 12.05%
5 Technology 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$77.6M 3.25%
683,374
-116,694
2
$76M 3.18%
1,326,597
+43,965
3
$63.8M 2.67%
445,427
+243,414
4
$59.7M 2.5%
1,618,133
+16,534
5
$52.4M 2.19%
1,954,524
+733,591
6
$51.8M 2.17%
497,526
+424,288
7
$50M 2.09%
1,577,133
+722,232
8
$47M 1.97%
649,377
-162,217
9
$44.7M 1.87%
788,959
+750,600
10
$43.6M 1.82%
112,366
+68,497
11
$41.9M 1.75%
1,281,778
+345,310
12
$41.8M 1.75%
713,910
+149,311
13
$41.6M 1.74%
873,066
+461,899
14
$40.1M 1.68%
845,791
-280,298
15
$38.3M 1.6%
687,575
+320,239
16
$37.6M 1.57%
+423,888
17
$37.4M 1.56%
207,363
+142,084
18
$35.7M 1.49%
776,685
+210,589
19
$35.7M 1.49%
976,713
+760,532
20
$35.3M 1.47%
719,140
+160,458
21
$30.8M 1.29%
1,046,869
+835,248
22
$29.3M 1.23%
193,244
+56,364
23
$29M 1.21%
251,283
+185,683
24
$28.1M 1.17%
404,278
+47,120
25
$27.8M 1.16%
344,874
+199,956