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
251
$639K 0.01%
4,058
+2,771
252
$636K 0.01%
+19,824
253
$635K 0.01%
1,282
-324
254
$633K 0.01%
4,334
+1,662
255
$623K 0.01%
8,984
+2,072
256
$620K 0.01%
+6,799
257
$617K 0.01%
9,839
-14,237
258
$616K 0.01%
15,626
+611
259
$616K 0.01%
18,802
+9,008
260
$612K 0.01%
+23,731
261
$610K 0.01%
+10,226
262
$610K 0.01%
6,500
+2,011
263
$609K 0.01%
+24,686
264
$608K 0.01%
70,330
+37,881
265
$604K 0.01%
5,996
+156
266
$603K 0.01%
19,356
-481
267
$597K 0.01%
+9,385
268
$594K 0.01%
3,773
+1,977
269
$594K 0.01%
5,589
-968
270
$591K 0.01%
37,081
+9,430
271
$590K 0.01%
20,157
+8,427
272
$589K 0.01%
2,120
-864
273
$589K 0.01%
274
+157
274
$588K 0.01%
1,605
-2,134
275
$588K 0.01%
+11,543
9 10
11
12 13