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
301
$523K ﹤0.01%
+5,604
302
$522K ﹤0.01%
10,430
+6,282
303
$521K ﹤0.01%
1,212
-70
304
$520K ﹤0.01%
6,773
+2,896
305
$517K ﹤0.01%
+4,923
306
$515K ﹤0.01%
+16,812
307
$510K ﹤0.01%
60,964
+23,587
308
$508K ﹤0.01%
+3,592
309
$508K ﹤0.01%
1,624
-134
310
$507K ﹤0.01%
4,498
+2,318
311
$507K ﹤0.01%
+2,176
312
$505K ﹤0.01%
7,796
-2,978
313
$503K ﹤0.01%
+3,835
314
$503K ﹤0.01%
+16,000
315
$502K ﹤0.01%
10,916
-5,019
316
$498K ﹤0.01%
+57,973
317
$497K ﹤0.01%
16,950
+12,269
318
$496K ﹤0.01%
13,866
+294
319
$495K ﹤0.01%
15,386
+9,170
320
$495K ﹤0.01%
+28,345
321
$491K ﹤0.01%
6,122
-15,003
322
$490K ﹤0.01%
+13,155
323
$487K ﹤0.01%
2,278
+84
324
$483K ﹤0.01%
21,999
-56,003
325
$479K ﹤0.01%
1,870
-1,792
11 12
13
14 15