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
726
– –
-4,424
727
– –
-2,082
728
– –
-2,360
729
– –
-13,415
730
– –
-7,792
731
– –
-1,983
732
– –
-5,396
733
– –
-46,137
734
– –
-195
735
– –
-8,470
736
– –
-1,003
737
– –
-6,288
738
– –
-2,137
739
– –
-1,452
740
– –
-2,656
741
– –
-5,536
742
– –
-2,895
743
– –
-46,170
744
– –
-27,375
745
– –
-167,638
746
– –
-12,117
747
– –
-12,732
748
– –
-5,751,690
749
– –
-53
750
– –
-49,174
27 28 29
30
31