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
151
$1.14M 0.01%
+16,218
152
$1.14M 0.01%
+26,099
153
$1.12M 0.01%
3,730
+2,159
154
$1.11M 0.01%
+47,488
155
$1.1M 0.01%
39,852
-2,713
156
$1.09M 0.01%
+31,790
157
$1.08M 0.01%
14,166
+5,139
158
$1.08M 0.01%
7,591
-6,430
159
$1.08M 0.01%
8,477
+1,426
160
$1.07M 0.01%
+123,201
161
$1.07M 0.01%
+4,407
162
$1.07M 0.01%
+20,646
163
$1.06M 0.01%
+129,275
164
$1.06M 0.01%
2,333
+1,400
165
$1.05M 0.01%
26,745
+16,493
166
$1.05M 0.01%
16,637
+1,874
167
$1.03M 0.01%
+21,201
168
$1.01M 0.01%
8,596
+6,924
169
$1.01M 0.01%
9,291
+95
170
$996K 0.01%
31,660
-362
171
$994K 0.01%
7,049
+5,308
172
$976K 0.01%
16,648
+10,638
173
$942K 0.01%
18,386
+14,267
174
$941K 0.01%
26,968
+21,192
175
$925K 0.01%
17,232
-12,833
5 6
7
8 9