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
426
$301K ﹤0.01%
3,436
+1,041
427
$298K ﹤0.01%
+8,347
428
$297K ﹤0.01%
2,323
-9,626
429
$296K ﹤0.01%
9,319
-4,257
430
$295K ﹤0.01%
1,768
-3,232
431
$293K ﹤0.01%
+8,516
432
$292K ﹤0.01%
+3,458
433
$292K ﹤0.01%
10,314
-27,092
434
$291K ﹤0.01%
+2,309
435
$290K ﹤0.01%
2,885
-309
436
$288K ﹤0.01%
+4,548
437
$287K ﹤0.01%
5,207
-13,440
438
$286K ﹤0.01%
1,794
-2,487
439
$284K ﹤0.01%
+1,640
440
$284K ﹤0.01%
+25,577
441
$283K ﹤0.01%
25,410
+4,949
442
$278K ﹤0.01%
6,843
-16,801
443
$276K ﹤0.01%
+467
444
$270K ﹤0.01%
+18,425
445
$269K ﹤0.01%
9,097
-4,231
446
$268K ﹤0.01%
1,362
-279
447
$260K ﹤0.01%
+11,514
448
$260K ﹤0.01%
6,806
-1,594
449
$260K ﹤0.01%
+1,819
450
$260K ﹤0.01%
+855
16 17
18
19 20