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
$4.51B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$33.4M
3
+$29M
4
BLKB icon
Blackbaud
BLKB
+$28.5M
5
DHR icon
Danaher
DHR
+$25.3M

Top Sells

1
+$46.7M
2
+$34.2M
3
+$31.6M
4
SPSC icon
SPS Commerce
SPSC
+$27.6M
5
RP
RealPage, Inc.
RP
+$26.3M

Sector Composition

1 Technology 19.65%
2 Real Estate 18.97%
3 Consumer Discretionary 16.75%
4 Industrials 12.37%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.9M 0.73%
168,137
+17,667
52
$32.5M 0.72%
228,167
+3,144
53
$31.9M 0.71%
528,440
+216,680
54
$31.8M 0.7%
2,467,304
+1,516,036
55
$31.5M 0.7%
893,892
+251,605
56
$30.4M 0.67%
1,547,866
-625,030
57
$30.1M 0.67%
1,128,813
-293,522
58
$29.8M 0.66%
370,686
-294,672
59
$29.7M 0.66%
236,299
+51,558
60
$29.6M 0.66%
1,004,784
+369,088
61
$29M 0.64%
+878,753
62
$28.8M 0.64%
128,319
+50,825
63
$28.7M 0.64%
483,801
+35,770
64
$28.7M 0.64%
678,536
+71,250
65
$27.3M 0.6%
662,620
-51,424
66
$27M 0.6%
83,753
+6,166
67
$26.9M 0.6%
1,023,970
+22,806
68
$26.6M 0.59%
116,982
+53,095
69
$25.4M 0.56%
254,000
+161,000
70
$25.2M 0.56%
128,844
+66,576
71
$24.5M 0.54%
101,601
-4,205
72
$24.3M 0.54%
+494,960
73
$24.3M 0.54%
1,709,186
+50,089
74
$24.2M 0.54%
357,175
+109,980
75
$23.7M 0.53%
446,785
-327,855
1 2
3
4 5