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
101
$15.5M 0.34%
135,151
+32,407
102
$14.9M 0.33%
366,342
+205,883
103
$14.6M 0.32%
159,766
+17,211
104
$14.1M 0.31%
87,898
-4,250
105
$13.8M 0.31%
594,315
-450,765
106
$13.6M 0.3%
184,282
+19,833
107
$13.5M 0.3%
164,362
+10,917
108
$13.3M 0.3%
131,448
+14,144
109
$13.2M 0.29%
+38,813
110
$13.1M 0.29%
177,504
-9,974
111
$12.6M 0.28%
+115,753
112
$12.4M 0.27%
31,597
+954
113
$12.1M 0.27%
62,395
+6,728
114
$11.6M 0.26%
74,339
-121,947
115
$11.4M 0.25%
99,731
+10,740
116
$11M 0.24%
44,878
+4,831
117
$10.9M 0.24%
+351,820
118
$10.8M 0.24%
+120,682
119
$10.8M 0.24%
+106,063
120
$10.7M 0.24%
60,582
-20,640
121
$10.7M 0.24%
98,376
+28,668
122
$10.7M 0.24%
+94,903
123
$10.6M 0.24%
43,000
+1,219
124
$10.6M 0.24%
127,397
+3,617
125
$10.6M 0.23%
65,757
-137,125
3 4
5
6 7