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
$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 33.84%
2 Healthcare 17.66%
3 Financials 12.01%
4 Industrials 9.72%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-33,562
652
– –
-1,378,246
653
– –
-9,400
654
– –
-100,000
655
– –
-94,239
656
– –
-1,102
657
– –
-125,000
658
– –
-350,000
659
– –
-31,787
660
– –
-50,000
661
– –
-365,735
662
– –
-309,160
663
– –
-149,002
664
– –
-10,335
665
– –
-13,881
666
– –
-289,505
667
– –
-473,585
668
– –
-12,499
669
– –
-45,938
670
– –
-7,729
671
– –
-3,145
672
– –
-100,000
673
– –
-5,797
674
– –
-1,272
675
– –
-13,701
25 26
27
28 29