ESCM

Echo Street Capital Management Portfolio holdings

AUM $747M
1-Year Est. Return 24.25%
This Fund
S&P 500
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
759
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$93.4M
3
+$88.5M
4
ALGN icon
Align Technology
ALGN
+$74.7M
5
APPF icon
AppFolio
APPF
+$64.8M

Top Sells

1
+$157M
2
+$121M
3
+$113M
4
MORN icon
Morningstar
MORN
+$112M
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
751
– –
-2,895
752
– –
-46,170
753
– –
-27,375
754
– –
-838,190
755
– –
-12,117
756
– –
-12,732
757
– –
-5,751,690
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