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
326
$473K ﹤0.01%
+51,519
327
$473K ﹤0.01%
1,923
-676
328
$473K ﹤0.01%
+13,951
329
$471K ﹤0.01%
1,714
+980
330
$467K ﹤0.01%
11,650
+7,131
331
$466K ﹤0.01%
4,953
-6,007
332
$465K ﹤0.01%
+1,582
333
$464K ﹤0.01%
11,834
-4,263
334
$462K ﹤0.01%
+4,592
335
$457K ﹤0.01%
+9,772
336
$456K ﹤0.01%
4,381
+23
337
$455K ﹤0.01%
+24,281
338
$448K ﹤0.01%
5,442
+3,036
339
$445K ﹤0.01%
7,474
+4,301
340
$444K ﹤0.01%
2,857
-4,212
341
$440K ﹤0.01%
1,469
+502
342
$430K ﹤0.01%
+4,837
343
$427K ﹤0.01%
3,820
-7,027
344
$426K ﹤0.01%
11,942
+7,430
345
$425K ﹤0.01%
4,583
-12,559
346
$425K ﹤0.01%
4,492
+2,032
347
$424K ﹤0.01%
8,433
+5,195
348
$423K ﹤0.01%
12,638
-9,809
349
$423K ﹤0.01%
4,712
-735
350
$422K ﹤0.01%
+875
12 13
14
15 16