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
$14.9B
AUM Growth
+$668M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$602M
2
+$118M
3
+$111M
4
AMH icon
American Homes 4 Rent
AMH
+$80.5M
5
PLAN
Anaplan, Inc.
PLAN
+$76.4M

Top Sells

1
+$199M
2
+$126M
3
+$96.3M
4
BILL icon
BILL Holdings
BILL
+$91.9M
5
FDS icon
Factset
FDS
+$91.5M

Sector Composition

1 Technology 33.84%
2 Healthcare 17.66%
3 Financials 12.01%
4 Industrials 9.72%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$664M 4.46%
1,975,621
-74,782
2
$608M 4.08%
1,281,079
+1,268,504
3
$284M 1.91%
1,779,502
+331,903
4
$249M 1.67%
1,187,334
+175,001
5
$245M 1.64%
5,611,095
+1,845,893
6
$244M 1.63%
378,646
-15,687
7
$236M 1.58%
680,723
-5,067
8
$234M 1.57%
350,307
-101,127
9
$218M 1.46%
1,084,158
+10,219
10
$218M 1.46%
744,187
-67,299
11
$215M 1.44%
1,482,940
+21,500
12
$211M 1.41%
1,539,654
-223,938
13
$208M 1.4%
122,663
-946
14
$207M 1.39%
439,550
+3,199
15
$204M 1.37%
2,467,720
+13,162
16
$204M 1.37%
725,470
-111,454
17
$204M 1.37%
379,181
-41,285
18
$203M 1.36%
799,141
+8,581
19
$201M 1.35%
500,170
+271
20
$197M 1.32%
1,818,481
+16,816
21
$196M 1.31%
4,319,297
+29,532
22
$181M 1.22%
464,372
+9,539
23
$181M 1.22%
1,689,421
+244,972
24
$180M 1.21%
527,361
-23,388
25
$178M 1.2%
994,410
+13,200
1
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