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
751
– –
-45,392
752
– –
-6,924
753
– –
-16,124
754
– –
-1,947,825
755
– –
-29,362
756
– –
-14,140
757
– –
-3,367
758
– –
-11,274
759
– –
-5,630
760
– –
-4,389
761
– –
-5,707
762
– –
-2,192
763
– –
-6,204
764
– –
-17,210
765
– –
-3,861
766
– –
-18,983
767
– –
-6,284
768
– –
-6,494
769
– –
-21,985
770
– –
-3,219
771
– –
-53,387
772
– –
-49,134
773
– –
-2,977
774
– –
-7,411
775
– –
-5,379
29 30
31
32 33