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
351
$421K ﹤0.01%
+45,504
352
$410K ﹤0.01%
+3,583
353
$410K ﹤0.01%
6,568
-2,524
354
$409K ﹤0.01%
2,071
+387
355
$408K ﹤0.01%
+6,264
356
$407K ﹤0.01%
1,826
+512
357
$406K ﹤0.01%
3,352
-1,117
358
$403K ﹤0.01%
+11,334
359
$400K ﹤0.01%
+2,352
360
$396K ﹤0.01%
+12,616
361
$396K ﹤0.01%
1,864
-946
362
$396K ﹤0.01%
187,817
363
$395K ﹤0.01%
+9,982
364
$391K ﹤0.01%
8,553
-4,868
365
$389K ﹤0.01%
17,580
-5,175
366
$384K ﹤0.01%
+11,010
367
$384K ﹤0.01%
2,650
-7,005
368
$384K ﹤0.01%
3,320
-1,932
369
$381K ﹤0.01%
2,267
-2,978
370
$379K ﹤0.01%
2,460
-1,517
371
$379K ﹤0.01%
+2,756
372
$376K ﹤0.01%
+980
373
$375K ﹤0.01%
3,199
-848
374
$374K ﹤0.01%
31,808
-43,131
375
$371K ﹤0.01%
6,696
-7,184
13 14
15
16 17