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
$11B
AUM Growth
-$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
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
– –
-15,191
652
– –
-5,160
653
– –
-2,206
654
– –
-22,976
655
– –
-14,612
656
– –
-6,190
657
– –
-2,230
658
– –
-6,335
659
– –
-6,392
660
– –
-27,585
661
– –
-5,785
662
– –
-15,492
663
– –
-6,115
664
– –
-15,878
665
– –
-510
666
– –
-3,850
667
– –
-5,102
668
– –
-11,956
669
– –
-7,880
670
– –
-12,406
671
– –
-8,364
672
– –
-18,181
673
– –
-6,348
674
– –
-28,319
675
– –
-20,794
25 26
27
28 29