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
501
$200K ﹤0.01%
+2,880
502
$199K ﹤0.01%
+14,976
503
$189K ﹤0.01%
+12,891
504
$186K ﹤0.01%
11,761
-11,838
505
$137K ﹤0.01%
13,305
-18,765
506
$124K ﹤0.01%
11,101
-41,100
507
$113K ﹤0.01%
140,000
508
$97K ﹤0.01%
+12,577
509
$67K ﹤0.01%
27,429
-108,912
510
$58K ﹤0.01%
275,648
511
$27K ﹤0.01%
108,045
512
$23K ﹤0.01%
281,826
513
$23K ﹤0.01%
189,882
514
$18K ﹤0.01%
92,167
515
$18K ﹤0.01%
49,999
516
$17K ﹤0.01%
107,975
517
$17K ﹤0.01%
94,570
518
$17K ﹤0.01%
+39,999
519
$12K ﹤0.01%
158,515
520
$11K ﹤0.01%
31,204
521
$11K ﹤0.01%
33,304
522
$10K ﹤0.01%
92,410
523
$10K ﹤0.01%
37,250
524
$8K ﹤0.01%
37,499
525
$7K ﹤0.01%
12,499
19 20
21
22 23