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
401
$338K ﹤0.01%
+11,868
402
$333K ﹤0.01%
8,124
+2,495
403
$328K ﹤0.01%
+7,258
404
$328K ﹤0.01%
+39,347
405
$327K ﹤0.01%
2,137
-6,181
406
$327K ﹤0.01%
+10,417
407
$324K ﹤0.01%
4,760
-12,374
408
$319K ﹤0.01%
5,599
-9,695
409
$319K ﹤0.01%
8,261
-7,968
410
$318K ﹤0.01%
4,385
-7,379
411
$318K ﹤0.01%
3,336
-7,446
412
$318K ﹤0.01%
+9,696
413
$318K ﹤0.01%
+3,098
414
$317K ﹤0.01%
4,284
-2,635
415
$316K ﹤0.01%
1,508
-2,106
416
$315K ﹤0.01%
+2,772
417
$312K ﹤0.01%
+9,397
418
$307K ﹤0.01%
6,038
-4,706
419
$306K ﹤0.01%
2,300
-3,340
420
$306K ﹤0.01%
7,808
-13,701
421
$304K ﹤0.01%
4,489
+982
422
$303K ﹤0.01%
15,003
-23,961
423
$302K ﹤0.01%
+3,396
424
$302K ﹤0.01%
+2,956
425
$302K ﹤0.01%
944
-438
15 16
17
18 19