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
$11B
AUM Growth
-$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$90M
2
+$82.9M
3
+$81.7M
4
APPF icon
AppFolio
APPF
+$58.3M
5
ALGN icon
Align Technology
ALGN
+$57.5M

Top Sells

1
+$157M
2
+$121M
3
+$108M
4
ADSK icon
Autodesk
ADSK
+$101M
5
NOW icon
ServiceNow
NOW
+$93.4M

Sector Composition

1 Technology 27.36%
2 Healthcare 16.93%
3 Financials 14.13%
4 Industrials 12.23%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$716K 0.01%
+4,144
227
$709K 0.01%
+7,181
228
$707K 0.01%
38,203
+21,911
229
$706K 0.01%
5,395
-17,467
230
$705K 0.01%
4,031
-1,088
231
$704K 0.01%
+6,223
232
$694K 0.01%
5,309
+1,110
233
$692K 0.01%
+17,147
234
$691K 0.01%
52,064
+27,456
235
$689K 0.01%
23,800
+9,426
236
$688K 0.01%
+6,543
237
$687K 0.01%
7,243
+2,823
238
$685K 0.01%
+10,503
239
$679K 0.01%
2,846
+1,080
240
$679K 0.01%
+12,914
241
$675K 0.01%
11,293
+8,460
242
$675K 0.01%
+11,305
243
$670K 0.01%
+14,794
244
$668K 0.01%
+7,310
245
$662K 0.01%
+20,410
246
$661K 0.01%
+12,937
247
$660K 0.01%
7,121
+2,724
248
$644K 0.01%
5,292
-256
249
$644K 0.01%
8,047
-15,714
250
$643K 0.01%
+2,642
8 9
10
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