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
276
$588K 0.01%
+17,287
277
$587K 0.01%
7,971
+523
278
$586K 0.01%
+5,794
279
$585K 0.01%
8,412
-8,373
280
$583K 0.01%
+3,353
281
$583K 0.01%
8,816
+4,843
282
$580K 0.01%
6,419
-3,560
283
$579K 0.01%
1,444
-1,844
284
$573K 0.01%
25,471
-4,003
285
$564K 0.01%
14,878
-14,835
286
$562K 0.01%
+3,037
287
$561K 0.01%
8,581
-835
288
$559K 0.01%
2,656
+1,178
289
$557K 0.01%
13,571
-18,940
290
$554K 0.01%
+12,034
291
$545K ﹤0.01%
3,207
-8,567
292
$542K ﹤0.01%
6,293
-8,615
293
$540K ﹤0.01%
5,854
+199
294
$540K ﹤0.01%
15,230
-32,343
295
$539K ﹤0.01%
+13,910
296
$538K ﹤0.01%
9,887
-14,622
297
$537K ﹤0.01%
13,206
+471
298
$534K ﹤0.01%
+8,438
299
$533K ﹤0.01%
1,635
-420
300
$523K ﹤0.01%
+9,203
10 11
12
13 14