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
176
$924K 0.01%
72,833
+58,811
177
$920K 0.01%
11,529
-90
178
$915K 0.01%
23,076
+17,794
179
$915K 0.01%
12,214
+9,027
180
$902K 0.01%
+21,223
181
$901K 0.01%
23,467
+12,135
182
$898K 0.01%
+41,375
183
$895K 0.01%
7,137
+1,189
184
$891K 0.01%
16,997
+11,076
185
$878K 0.01%
11,314
+7,319
186
$873K 0.01%
+4,179
187
$854K 0.01%
23,633
+8,278
188
$851K 0.01%
5,785
+5,022
189
$835K 0.01%
+23,907
190
$834K 0.01%
36,495
+4,617
191
$833K 0.01%
+11,740
192
$832K 0.01%
4,655
+40
193
$823K 0.01%
3,019
+1,651
194
$823K 0.01%
17,842
+8,583
195
$820K 0.01%
14,487
+5,537
196
$818K 0.01%
9,019
+499
197
$816K 0.01%
+45,822
198
$816K 0.01%
+20,476
199
$812K 0.01%
52,126
+39,227
200
$810K 0.01%
+22,879
6 7
8
9 10