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
$2.94B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$34.9M
3
+$29.2M
4
CCI icon
Crown Castle
CCI
+$25.7M
5
ELLI
Ellie Mae Inc
ELLI
+$21M

Top Sells

1
+$37.8M
2
+$31.2M
3
+$27.9M
4
KMX icon
CarMax
KMX
+$27.1M
5
MSM icon
MSC Industrial Direct
MSM
+$24.3M

Sector Composition

1 Real Estate 24.11%
2 Technology 15.35%
3 Consumer Discretionary 12.78%
4 Industrials 9.73%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$130M 4.43%
2,552,907
+31,197
2
$94.2M 3.21%
689,400
-31,947
3
$90.1M 3.07%
1,410,316
+132,481
4
$88.9M 3.03%
574,354
+51,904
5
$70.2M 2.39%
157,298
+20,247
6
$63.9M 2.18%
639,088
+257,256
7
$60.7M 2.07%
1,491,746
+110,601
8
$52.8M 1.8%
1,440,146
+255,163
9
$52.1M 1.78%
814,330
-340,447
10
$51.8M 1.77%
866,657
+487,419
11
$49.4M 1.68%
306,592
+17,073
12
$47.4M 1.61%
369,464
+32,932
13
$45.7M 1.56%
323,478
+41,829
14
$45.4M 1.55%
389,811
+33,731
15
$44M 1.5%
907,156
+719,501
16
$43.7M 1.49%
1,340,642
+83,274
17
$43.7M 1.49%
2,011,040
+622,746
18
$43.5M 1.48%
243,617
+212,539
19
$42.3M 1.44%
705,041
+180,086
20
$40.8M 1.39%
1,838,514
+526,982
21
$40.5M 1.38%
578,529
+32,245
22
$40M 1.36%
1,002,393
+99,719
23
$39.8M 1.36%
221,150
+74,586
24
$38.7M 1.32%
535,913
+29,979
25
$37.8M 1.29%
359,213
+61,604
1
2 3 4 5