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
651
-2,714
652
-2,576
653
-56,657
654
-1,397
655
-15,191
656
-5,160
657
-27,673
658
-2,206
659
-22,976
660
-14,612
661
-6,190
662
-2,230
663
-6,335
664
-6,392
665
-27,585
666
-5,785
667
-15,492
668
-9,041
669
-1,821
670
-6,115
671
-15,878
672
-3,010
673
-9,450
674
-10,065
675
-510