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
$4.51B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$33.4M
3
+$29M
4
BLKB icon
Blackbaud
BLKB
+$28.5M
5
DHR icon
Danaher
DHR
+$25.3M

Top Sells

1
+$46.7M
2
+$34.2M
3
+$31.6M
4
SPSC icon
SPS Commerce
SPSC
+$27.6M
5
RP
RealPage, Inc.
RP
+$26.3M

Sector Composition

1 Technology 19.65%
2 Real Estate 18.97%
3 Consumer Discretionary 16.75%
4 Industrials 12.37%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$45M 1%
497,965
-126,117
27
$44.6M 0.99%
296,989
-109,692
28
$44.4M 0.98%
373,445
+192,434
29
$44.2M 0.98%
2,044,922
+148,425
30
$44.1M 0.98%
918,861
+429,354
31
$42M 0.93%
463,212
-148,384
32
$40.9M 0.91%
970,344
-154,471
33
$40.9M 0.91%
420,515
-480,377
34
$40.8M 0.9%
949,125
+48,519
35
$40.2M 0.89%
723,780
+437,094
36
$40.2M 0.89%
225,744
-131,659
37
$40M 0.89%
214,170
+79,575
38
$39.8M 0.88%
412,856
+262,160
39
$39.6M 0.88%
1,957,706
-86,321
40
$38.1M 0.84%
261,079
-37,630
41
$37.6M 0.83%
774,090
+266,541
42
$37.4M 0.83%
223,912
+26,148
43
$37M 0.82%
364,013
+31,025
44
$36.8M 0.81%
220,014
+110,400
45
$36.7M 0.81%
1,259,838
-8,974
46
$35.1M 0.78%
1,268,790
+180,227
47
$33.9M 0.75%
233,534
-124,468
48
$33.7M 0.75%
632,292
+164,390
49
$33.3M 0.74%
489,303
+165,885
50
$33.1M 0.73%
820,297
-156,773
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