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
201
$809K 0.01%
5,695
+4,362
202
$803K 0.01%
2,943
+1,597
203
$801K 0.01%
29,977
+9,328
204
$801K 0.01%
+3,722
205
$799K 0.01%
15,708
-31,968
206
$793K 0.01%
40,413
+6,315
207
$791K 0.01%
2,051
+665
208
$790K 0.01%
+8,936
209
$785K 0.01%
13,676
+11,269
210
$784K 0.01%
+76,544
211
$772K 0.01%
1,630
+838
212
$770K 0.01%
+11,144
213
$766K 0.01%
27,443
+15,013
214
$761K 0.01%
19,942
-6,944
215
$761K 0.01%
+76,224
216
$749K 0.01%
4,287
-7,882
217
$748K 0.01%
+4,154
218
$747K 0.01%
+3,755
219
$737K 0.01%
44,463
+11,214
220
$737K 0.01%
+10,557
221
$730K 0.01%
15,020
+6,930
222
$729K 0.01%
+25,861
223
$720K 0.01%
8,020
-10,818
224
$719K 0.01%
5,188
+3,502
225
$717K 0.01%
14,740
+1,274
7 8
9
10 11