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
126
$10.5M 0.23%
106,521
-116,957
127
$10.5M 0.23%
80,269
+8,641
128
$10.5M 0.23%
+162,328
129
$10.4M 0.23%
+357,553
130
$9.95M 0.22%
+87,548
131
$9.89M 0.22%
292,869
+8,408
132
$9.73M 0.22%
87,080
+2,475
133
$9.46M 0.21%
123,650
+21,879
134
$9.39M 0.21%
+190,149
135
$9.14M 0.2%
170,100
+18,303
136
$8.91M 0.2%
179,670
-556,082
137
$8.91M 0.2%
195,896
+22,980
138
$8.77M 0.19%
+379,374
139
$8.76M 0.19%
171,531
-201,251
140
$8.67M 0.19%
+55,285
141
$8.6M 0.19%
29,024
+3,121
142
$8.46M 0.19%
569,500
+16,173
143
$8.4M 0.19%
1,429,371
-3,163,735
144
$8.39M 0.19%
+497,171
145
$8.33M 0.18%
713,488
-710,808
146
$8.26M 0.18%
124,600
-4,770
147
$8.22M 0.18%
+226,004
148
$8.18M 0.18%
+173,010
149
$7.99M 0.18%
+45,984
150
$7.9M 0.18%
+91,178
4 5
6
7 8