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
476
$233K ﹤0.01%
9,960
-5,596
477
$232K ﹤0.01%
+5,727
478
$231K ﹤0.01%
1,287
-931
479
$227K ﹤0.01%
+27,570
480
$226K ﹤0.01%
768
-1,389
481
$222K ﹤0.01%
6,153
-7,469
482
$222K ﹤0.01%
+16,527
483
$221K ﹤0.01%
+1,432
484
$221K ﹤0.01%
6,247
-1,187
485
$221K ﹤0.01%
+10,782
486
$219K ﹤0.01%
+13,955
487
$218K ﹤0.01%
826
-715
488
$217K ﹤0.01%
+4,605
489
$215K ﹤0.01%
+3,822
490
$210K ﹤0.01%
+1,763
491
$209K ﹤0.01%
1,570
-1,547
492
$207K ﹤0.01%
+4,922
493
$206K ﹤0.01%
3,469
-4,083
494
$204K ﹤0.01%
+1,715
495
$203K ﹤0.01%
2,087
-6,596
496
$203K ﹤0.01%
12,827
-20,155
497
$201K ﹤0.01%
2,526
-1,950
498
$201K ﹤0.01%
+1,801
499
$200K ﹤0.01%
7,929
-13,366
500
$200K ﹤0.01%
+2,867
18 19
20
21 22