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
1
$582M 5.28%
2,266,610
-72,621
2
$400M 3.63%
1,060,358
+128,161
3
$225M 2.04%
1,892,324
+5,588
4
$214M 1.94%
6,030,048
-86,031
5
$202M 1.84%
1,270,457
+5,532
6
$191M 1.73%
1,750,700
-24,400
7
$189M 1.72%
491,175
+29,722
8
$184M 1.67%
544,851
-15,257
9
$176M 1.6%
2,920,620
-542,289
10
$176M 1.6%
807,643
+5,209
11
$176M 1.59%
323,117
+2,525
12
$174M 1.57%
2,458,745
+461,870
13
$171M 1.55%
2,744,479
+695,723
14
$167M 1.51%
2,522,883
+728,450
15
$165M 1.5%
1,490,254
+738,458
16
$157M 1.42%
471,768
+38,412
17
$155M 1.41%
135,023
+1,490
18
$153M 1.39%
436,140
-9,271
19
$153M 1.38%
1,622,370
+329,364
20
$151M 1.37%
526,079
-125,293
21
$150M 1.36%
757,605
+73,201
22
$147M 1.33%
746,759
+64,167
23
$145M 1.31%
376,268
-21,731
24
$145M 1.31%
864,562
+12,672
25
$144M 1.3%
455,688
-27,930
1
2 3 4 5