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EPFB

Employees Provident Fund Board Portfolio holdings

AUM $17.4B
1-Year Est. Return 49.08%
This Fund
S&P 500
This Quarter Est. Return
+1.3%
1 Year Est. Return
+49.08%
3 Year Est. Return
+125.51%
5 Year Est. Return
+167.05%
10 Year Est. Return
+526.03%
AUM
$8.05B
AUM Growth
+$748M
Cap. Flow
+$793M
Cap. Flow %
9.84%
Top 10 Hldgs %
37.58%
Holding
90
New
7
Increased
38
Reduced
23
Closed
8

Top Buys

Rank Stock Value
1
CRWD icon
CrowdStrike
CRWD
+$128M
2
UBER icon
Uber
UBER
+$109M
3
LLY icon
Eli Lilly
LLY
+$107M
4
AMD icon
Advanced Micro Devices
AMD
+$95.6M
5
PWR icon
Quanta Services
PWR
+$91.1M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$114M
2
BABA icon
Alibaba
BABA
+$106M
3
EL icon
Estee Lauder
EL
+$89.4M
4
ANET icon
Arista Networks
ANET
+$75.9M
5
PODD icon
Insulet
PODD
+$59.4M

Sector Composition

Rank Sector Weight
1 Technology 49.41%
2 Healthcare 16.82%
3 Communication Services 8.32%
4 Financials 5.77%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
26
Lam Research
LRCX
$384B
$133M 1.66%
1,845,978
+1,060,358
+135% +$80.4M
MCO icon
27
Moody's
MCO
$86.1B
$130M 1.62%
275,200
-21,857
-7% -$10.4M
NEE icon
28
NextEra Energy
NEE
$179B
$122M 1.51%
1,700,000
+511,640
+43% +$39.7M
JPM icon
29
JPMorgan Chase
JPM
$950B
$120M 1.49%
500,000
-33,677
-6% -$7.84M
NEM icon
30
Newmont
NEM
$132B
$113M 1.41%
3,040,669
+1,074,377
+55% +$49M
NXPI icon
31
NXP Semiconductors
NXPI
$57B
$108M 1.34%
520,175
+88,053
+20% +$20M
BIIB icon
32
Biogen
BIIB
$32.7B
$108M 1.34%
704,196
+26,116
+4% +$4.4M
SLB icon
33
SLB Ltd
SLB
$79.5B
$106M 1.32%
2,770,882
+244,346
+10% +$10.3M
C icon
34
Citigroup
C
$223B
$106M 1.31%
1,500,000
+100,000
+7% +$6.74M
MRK icon
35
Merck
MRK
$376B
$105M 1.3%
1,051,065
+25,000
+2% +$2.58M
CRM icon
36
Salesforce
CRM
$169B
$103M 1.28%
307,908
+106,758
+53% +$34.1M
DIS icon
37
Walt Disney
DIS
$185B
$100M 1.24%
900,000
-213,734
-19% -$22.5M
ARM icon
38
Arm
ARM
$266B
$98.7M 1.23%
800,000
+90,000
+13% +$12.7M
MA icon
39
Mastercard
MA
$503B
$97.4M 1.21%
185,000
+15,000
+9% +$7.77M
SNPS icon
40
Synopsys
SNPS
$76.8B
$88.4M 1.1%
182,188
+90,023
+98% +$47.1M
B
41
Barrick Mining
B
$74.3B
$84.6M 1.05%
5,456,156
– –
ALGN icon
42
Align Technology
ALGN
$11.6B
$82.5M 1.02%
395,688
+10,981
+3% +$2.45M
HES
43
DELISTED
Hess
HES
$81.9M 1.02%
616,075
-274,237
-31% -$38.3M
UNH icon
44
UnitedHealth
UNH
$349B
$80.4M 1%
159,000
+80,861
+103% +$45.9M
SPOT icon
45
Spotify
SPOT
$110B
$69.3M 0.86%
155,000
-52,525
-25% -$22.5M
MDB icon
46
MongoDB
MDB
$35.4B
$67.7M 0.84%
291,003
+102,290
+54% +$28.9M
OIH icon
47
VanEck Oil Services ETF
OIH
$1.97B
$66M 0.82%
243,479
– –
NFLX icon
48
Netflix
NFLX
$334B
$49M 0.61%
550,000
-350,000
-39% -$28.8M
DG icon
49
Dollar General
DG
$27B
$44.4M 0.55%
585,851
+42,012
+8% +$3.31M
RMD icon
50
ResMed
RMD
$33.3B
$39.2M 0.49%
171,628
-25,721
-13% -$6.19M
1
2
3 4

Similar funds

LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Employees Provident Fund Board's Q4 2024 Portfolio in Review

As of Q4 2024, Employees Provident Fund Board held 90 positions worth $8.05B, up 10% from $7.31B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Employees Provident Fund Board deployed $793M of net new capital in Q4 2024, opening 7 new positions and adding to 38 existing holdings. Its largest new stake was Stryker: 95,350 shares worth $34.3M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, up from 47% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Tesla, an estimated $114M trimmed.

  • Employees Provident Fund Board's largest Q4 2024 buy was Stryker: 95,350 shares worth $34.3M.
  • Employees Provident Fund Board added most to CrowdStrike in Q4 2024, an estimated $128M increase.
  • Employees Provident Fund Board's biggest Q4 2024 reduction was Tesla, cutting an estimated $114M.
  • Employees Provident Fund Board fully exited Alibaba in Q4 2024, selling an estimated $106M.
  • Employees Provident Fund Board's ten largest holdings make up 38% of its $8.05B portfolio in Q4 2024.
  • Employees Provident Fund Board opened 7 new positions and closed 8 in Q4 2024.
  • Employees Provident Fund Board's portfolio value rose 10% quarter-over-quarter to $8.05B.

Based on Employees Provident Fund Board's 13F filing for Q4 2024, filed 17 Mar 2026.