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
451
$259K ﹤0.01%
1,998
-553
452
$259K ﹤0.01%
+14,437
453
$258K ﹤0.01%
2,840
-112
454
$257K ﹤0.01%
1,040
-10,022
455
$257K ﹤0.01%
+6,656
456
$256K ﹤0.01%
17,218
+2,991
457
$255K ﹤0.01%
3,656
-1,339
458
$252K ﹤0.01%
+2,351
459
$252K ﹤0.01%
5,741
+1,317
460
$251K ﹤0.01%
1,824
-1,098
461
$250K ﹤0.01%
+13,297
462
$249K ﹤0.01%
+1,597
463
$249K ﹤0.01%
4,202
-3,951
464
$247K ﹤0.01%
+1,231
465
$246K ﹤0.01%
7,887
-2,469
466
$244K ﹤0.01%
4,662
-3,109
467
$244K ﹤0.01%
+619
468
$243K ﹤0.01%
+5,082
469
$242K ﹤0.01%
2,279
-10,252
470
$238K ﹤0.01%
3,128
-917
471
$237K ﹤0.01%
+2,479
472
$237K ﹤0.01%
+5,121
473
$237K ﹤0.01%
+5,414
474
$236K ﹤0.01%
1,429
-89,168
475
$235K ﹤0.01%
+5,628
17 18
19
20 21