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
701
– –
-6,403
702
– –
-2,027
703
– –
-54,427
704
– –
-9,889
705
– –
-10,422
706
– –
-14,314
707
– –
-11,778
708
– –
-2,551
709
– –
-252,468
710
– –
-6,105
711
– –
-18,052
712
– –
-305
713
– –
-18,882
714
– –
-1,024
715
– –
-12,183
716
– –
-16,992
717
– –
-33,343
718
– –
-3,918
719
– –
-74,598
720
– –
-14,115
721
– –
-13,803
722
– –
-31,537
723
– –
-7,822
724
– –
-2,048
725
– –
-24,516
27 28
29
30 31