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
376
$369K ﹤0.01%
2,776
-2,233
377
$369K ﹤0.01%
7,201
-16,824
378
$368K ﹤0.01%
11,634
-4,199
379
$366K ﹤0.01%
7,354
-6,187
380
$366K ﹤0.01%
+8,754
381
$365K ﹤0.01%
+23,752
382
$362K ﹤0.01%
1,933
-401
383
$359K ﹤0.01%
+6,859
384
$359K ﹤0.01%
12,277
-21,185
385
$359K ﹤0.01%
13,961
+453
386
$357K ﹤0.01%
1,698
-3,570
387
$356K ﹤0.01%
6,123
+2,491
388
$355K ﹤0.01%
4,971
-6,010
389
$353K ﹤0.01%
1,066
-5,923
390
$352K ﹤0.01%
2,602
-7,705
391
$352K ﹤0.01%
7,725
-15,630
392
$351K ﹤0.01%
5,370
-13,944
393
$350K ﹤0.01%
+5,611
394
$349K ﹤0.01%
11,914
-12,663
395
$348K ﹤0.01%
4,865
-2,462
396
$346K ﹤0.01%
1,762
+650
397
$346K ﹤0.01%
+2,786
398
$346K ﹤0.01%
+12,108
399
$343K ﹤0.01%
6,210
-13,820
400
$340K ﹤0.01%
+4,530
14 15
16
17 18