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
76
$23.6M 0.52%
358,214
-398,783
77
$21.9M 0.48%
213,031
+80,274
78
$21.1M 0.47%
265,743
-289,804
79
$21.1M 0.47%
1,498,070
+547,020
80
$20.6M 0.46%
396,468
+193,161
81
$20.6M 0.46%
+531,189
82
$20.5M 0.45%
604,081
-24,256
83
$20.4M 0.45%
246,979
-271,758
84
$20.4M 0.45%
967,084
+179,765
85
$20.3M 0.45%
+2,000,000
86
$19.3M 0.43%
+190,635
87
$19M 0.42%
294,391
-78,381
88
$18.8M 0.42%
103,845
+3,250
89
$18.5M 0.41%
252,924
-279,329
90
$18.4M 0.41%
+1,022,692
91
$18.4M 0.41%
+169,991
92
$18.3M 0.41%
80,149
+24,557
93
$18M 0.4%
629,224
+400,608
94
$17.9M 0.4%
+292,956
95
$17.7M 0.39%
125,719
-53,515
96
$17.3M 0.38%
136,844
-107,742
97
$16.8M 0.37%
+71,669
98
$16.7M 0.37%
728,941
-126,696
99
$16.6M 0.37%
119,232
-38,054
100
$16.2M 0.36%
134,217
+14,448
2 3
4
5 6