ESCM

Echo Street Capital Management Portfolio holdings

AUM $747M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.9B
AUM Growth
+$668M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$602M
2
+$118M
3
+$111M
4
AMH icon
American Homes 4 Rent
AMH
+$80.5M
5
PLAN
Anaplan, Inc.
PLAN
+$76.4M

Top Sells

1
+$199M
2
+$126M
3
+$96.3M
4
BILL icon
BILL Holdings
BILL
+$91.9M
5
FDS icon
Factset
FDS
+$91.5M

Sector Composition

1 Technology 33.52%
2 Healthcare 17.66%
3 Financials 12.33%
4 Industrials 9.72%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$9K ﹤0.01%
13,332
602
$8K ﹤0.01%
15,704
603
$8K ﹤0.01%
+12,499
604
$5K ﹤0.01%
10,595
605
– –
-14,250
606
– –
-2,399
607
– –
-10,581
608
– –
-66,843
609
– –
-15,741
610
– –
-6,497
611
– –
-10,757
612
– –
-2,502
613
– –
-10,616
614
– –
-161,421
615
– –
-41,188
616
– –
-10,506
617
– –
-47,196
618
– –
-122,798
619
– –
-1,506
620
– –
-75,000
621
– –
-700,000
622
– –
-150,000
623
– –
-150,000
624
– –
-150,000
625
– –
-2,000
23 24
25
26 27