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
$10.4B
AUM Growth
-$587M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$128M
3
+$100M
4
EQIX icon
Equinix
EQIX
+$99.4M
5
DHR icon
Danaher
DHR
+$81.6M

Top Sells

1
+$174M
2
+$96M
3
+$81.6M
4
CCI icon
Crown Castle
CCI
+$72.6M
5
PODD icon
Insulet
PODD
+$71.7M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.68%
3 Financials 15.38%
4 Industrials 11.69%
5 Real Estate 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$659M 6.31%
2,828,604
+561,994
2
$311M 2.98%
871,435
-188,923
3
$289M 2.77%
2,676,292
+1,186,038
4
$250M 2.39%
2,054,599
+162,275
5
$221M 2.12%
965,381
+356,352
6
$205M 1.97%
1,156,546
+409,787
7
$193M 1.85%
2,771,556
-149,064
8
$192M 1.84%
496,136
+4,961
9
$185M 1.77%
5,633,412
-396,636
10
$175M 1.67%
161,031
+26,008
11
$170M 1.63%
2,529,569
+6,686
12
$169M 1.62%
2,346,875
+152,799
13
$167M 1.6%
547,653
+2,802
14
$166M 1.59%
478,348
+6,580
15
$166M 1.59%
327,098
+3,981
16
$161M 1.54%
1,189,944
-80,513
17
$159M 1.52%
482,029
+2,268
18
$154M 1.48%
1,140,118
+29,846
19
$154M 1.47%
571,015
+44,936
20
$151M 1.45%
377,002
+734
21
$148M 1.42%
899,876
+142,271
22
$148M 1.42%
1,641,255
+18,885
23
$142M 1.36%
499,285
+43,597
24
$142M 1.36%
1,479,463
-271,237
25
$141M 1.35%
444,338
+8,198
1
2 3 4 5