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
$2.97B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$45.7M
3
+$43.2M
4
PYPL icon
PayPal
PYPL
+$24M
5
PAYX icon
Paychex
PAYX
+$23.9M

Top Sells

1
+$23.7M
2
+$22.1M
3
+$21.1M
4
MSM icon
MSC Industrial Direct
MSM
+$20.9M
5
CHD icon
Church & Dwight Co
CHD
+$20.2M

Sector Composition

1 Real Estate 24.83%
2 Consumer Discretionary 14.14%
3 Industrials 13.29%
4 Technology 11.56%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 3.43%
2,578,062
+419,738
2
$89.2M 3%
733,763
-17,194
3
$83.1M 2.8%
1,327,052
-197,433
4
$67.4M 2.27%
445,227
-36,148
5
$67.1M 2.26%
284,485
+255,485
6
$61.6M 2.07%
1,429,143
+1,060,949
7
$60.4M 2.03%
1,329,194
+90,755
8
$60.3M 2.03%
1,402,172
+557,746
9
$53.7M 1.81%
568,060
-154,573
10
$53.5M 1.8%
2,241,677
+451,872
11
$48.7M 1.64%
589,393
+522,928
12
$46.8M 1.58%
116,959
+49,536
13
$43.8M 1.47%
2,748,113
+570,430
14
$42.8M 1.44%
1,462,915
-351,135
15
$41.2M 1.39%
381,841
+163,936
16
$41M 1.38%
1,288,054
+93,754
17
$36.5M 1.23%
675,435
-353,640
18
$34.7M 1.17%
926,849
+271,935
19
$34.3M 1.15%
491,801
+150,108
20
$32.2M 1.08%
1,519,681
-575,267
21
$32.1M 1.08%
831,871
-43,918
22
$30.9M 1.04%
525,272
-84,517
23
$30.9M 1.04%
215,502
+84,693
24
$30.2M 1.02%
864,535
-47,574
25
$29.7M 1%
152,222
+38,928
1
2 3 4 5