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
76
$62.7M 0.57%
7,731,695
+13,915
77
$57.1M 0.52%
+2,285,902
78
$55.8M 0.51%
135,492
-151,628
79
$55.3M 0.5%
+284,900
80
$55M 0.5%
895,011
+140,636
81
$51.3M 0.47%
228,962
-227,014
82
$35.9M 0.33%
164,376
+39,081
83
$32.3M 0.29%
1,088,311
-23,417
84
$30.2M 0.27%
1,207,228
85
$22.7M 0.21%
86,966
+13,938
86
$14.4M 0.13%
212,868
87
$14.3M 0.13%
126,438
+71,773
88
$13.3M 0.12%
95,136
+90,155
89
$13.2M 0.12%
125,632
90
$12.4M 0.11%
51,295
-444,569
91
$12.4M 0.11%
215,014
-364,468
92
$11.9M 0.11%
+425,026
93
$11.4M 0.1%
+101,300
94
$11.3M 0.1%
194,149
-171,279
95
$11M 0.1%
269,215
-292,746
96
$9.09M 0.08%
+538,627
97
$8.91M 0.08%
343,713
+10,275
98
$8.42M 0.08%
48,955
-585,243
99
$8.2M 0.07%
+110,070
100
$7.5M 0.07%
989,202
+132,841
2 3
4
5 6