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
626
– –
-474
627
– –
-945
628
– –
-22,407
629
– –
-8,136
630
– –
-39,051
631
– –
-20,596
632
– –
-5,495
633
– –
-28,594
634
– –
-8,048
635
– –
-5,855
636
– –
-2,345
637
– –
-5,013
638
– –
-17,338
639
– –
-2,857
640
– –
-14,117
641
– –
-71,271
642
– –
-6,781
643
– –
-16,365
644
– –
-10,400
645
– –
-10,297
646
– –
-25,612
647
– –
-3,589
648
– –
-8,168
649
– –
-6,177
650
– –
-2,245
24 25
26
27 28