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
51
$98.3M 0.89%
690,938
+2,347
52
$98.1M 0.89%
765,372
-300,990
53
$97.4M 0.88%
472,367
+5,876
54
$97.3M 0.88%
650,433
-44,903
55
$96.2M 0.87%
3,542,536
-85,724
56
$96M 0.87%
1,395,394
+314,320
57
$95.9M 0.87%
639,309
-301,051
58
$94M 0.85%
4,101,515
-1,410,667
59
$92.7M 0.84%
531,395
-53,728
60
$92.5M 0.84%
534,242
-186
61
$90.4M 0.82%
986,365
+981,607
62
$89.8M 0.81%
227,659
-26,670
63
$89.2M 0.81%
254,252
-22,452
64
$85.3M 0.77%
65,940
+435
65
$84.9M 0.77%
504,238
-140,699
66
$83.2M 0.75%
389,904
+388,855
67
$81.5M 0.74%
2,805,057
+916,065
68
$79.2M 0.72%
1,681,867
+23,929
69
$78.8M 0.71%
1,182,664
-717,365
70
$78.6M 0.71%
2,256,578
-202,009
71
$76.6M 0.69%
1,060,679
+769,773
72
$76.3M 0.69%
683,555
+10,071
73
$75.3M 0.68%
1,426,849
-136,462
74
$70M 0.64%
4,323,103
+1,156,105
75
$63.9M 0.58%
250,919
-13,572
1 2
3
4 5