We are live on ! Find out more
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
+17.19%
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
$5.12B
AUM Growth
+$702M
Cap. Flow
+$14.9M
Cap. Flow %
0.29%
Top 10 Hldgs %
39.22%
Holding
82
New
3
Increased
32
Reduced
11
Closed
7

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$56.6M
2
RMD icon
ResMed
RMD
+$51.1M
3
META icon
Meta Platforms (Facebook)
META
+$47M
4
SYK icon
Stryker
SYK
+$46.5M
5
AAPL icon
Apple
AAPL
+$45.1M

Top Sells

Rank Stock Value
1
AMAT icon
Applied Materials
AMAT
+$80.3M
2
OXY icon
Occidental Petroleum
OXY
+$58M
3
LLY icon
Eli Lilly
LLY
+$57M
4
EOG icon
EOG Resources
EOG
+$56M
5
AMZN icon
Amazon
AMZN
+$52.4M

Sector Composition

Rank Sector Weight
1 Technology 40.85%
2 Healthcare 17.74%
3 Communication Services 10.85%
4 Financials 7.79%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
76
Applied Materials
AMAT
$394B
– –
-580,151
Closed -$80.3M
BAC icon
77
Bank of America
BAC
$442B
– –
-812,478
Closed -$22.2M
BAX icon
78
Baxter International
BAX
$13.8B
– –
-22,213
Closed -$838K
EOG icon
79
EOG Resources
EOG
$78.4B
– –
-441,776
Closed -$56M
LRCX icon
80
Lam Research
LRCX
$384B
– –
-505,170
Closed -$31.7M
LYFT icon
81
Lyft
LYFT
$6.6B
– –
-3,981,503
Closed -$42M
OXY icon
82
Occidental Petroleum
OXY
$60.1B
– –
-893,532
Closed -$58M
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 2023 Portfolio in Review

As of Q4 2023, Employees Provident Fund Board held 82 positions worth $5.12B, up 16% from $4.42B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Employees Provident Fund Board's Q4 2023 filing shows 3 new, 32 increased, 11 reduced and 7 closed positions. Its largest new stake was Meta Platforms (Facebook): 144,248 shares worth $51.1M. The largest sale was Applied Materials, an estimated $80.3M.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 37% a quarter earlier, followed by Healthcare and Communication Services.

  • Employees Provident Fund Board's largest Q4 2023 buy was Meta Platforms (Facebook): 144,248 shares worth $51.1M.
  • Employees Provident Fund Board added most to Tesla in Q4 2023, an estimated $56.6M increase.
  • Employees Provident Fund Board's biggest Q4 2023 reduction was Eli Lilly, cutting an estimated $57M.
  • Employees Provident Fund Board fully exited Applied Materials in Q4 2023, selling an estimated $80.3M.
  • Employees Provident Fund Board's ten largest holdings make up 39% of its $5.12B portfolio in Q4 2023.
  • Employees Provident Fund Board opened 3 new positions and closed 7 in Q4 2023.
  • Employees Provident Fund Board's portfolio value rose 16% quarter-over-quarter to $5.12B.

Based on Employees Provident Fund Board's 13F filing for Q4 2023, filed 18 Mar 2026.