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
$10.3B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$149M
3
+$84.5M
4
GS icon
Goldman Sachs
GS
+$58.9M
5
FTV icon
Fortive
FTV
+$58M

Top Sells

1
+$144M
2
+$114M
3
+$102M
4
ALGN icon
Align Technology
ALGN
+$101M
5
IAC icon
IAC Inc
IAC
+$95.4M

Sector Composition

1 Technology 26.03%
2 Healthcare 18.97%
3 Financials 18.05%
4 Real Estate 9.88%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-2,248
502
– –
-9,251
503
– –
-72,437
504
– –
-4,204
505
– –
-15,341
506
– –
-15,715
507
– –
-14,386
508
– –
-74,596
509
– –
-4,166
510
– –
-2,043
511
– –
-575
512
– –
-5,992
513
– –
-4,474
514
– –
-17,958
515
– –
-10,845
516
– –
-3,937
517
– –
-12,851
518
– –
-1,339,012
519
– –
-15,701
520
– –
-6,706
521
– –
-19,046
522
– –
-42,306
523
– –
-17,542
524
– –
-3,669
525
– –
-2,233
19 20
21
22 23