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
126
$1.57M 0.01%
+14,470
127
$1.55M 0.01%
+57,416
128
$1.51M 0.01%
+19,260
129
$1.49M 0.01%
7,075
+4,003
130
$1.48M 0.01%
99,574
+61,744
131
$1.46M 0.01%
30,873
+3,473
132
$1.43M 0.01%
819
+673
133
$1.4M 0.01%
+24,042
134
$1.39M 0.01%
5,062
-4,494
135
$1.35M 0.01%
46,487
+37,012
136
$1.29M 0.01%
20,073
+3,226
137
$1.25M 0.01%
+11,233
138
$1.25M 0.01%
12,769
-6,540
139
$1.25M 0.01%
33,710
+23,666
140
$1.24M 0.01%
16,738
+11,586
141
$1.22M 0.01%
+15,249
142
$1.22M 0.01%
+32,222
143
$1.22M 0.01%
+11,442
144
$1.21M 0.01%
8,901
+7,281
145
$1.21M 0.01%
14,691
+6,158
146
$1.21M 0.01%
65,911
+33,431
147
$1.19M 0.01%
+37,275
148
$1.19M 0.01%
28,370
+12,878
149
$1.17M 0.01%
4,826
+1,627
150
$1.15M 0.01%
+7,940
4 5
6
7 8