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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
(+10%)
Cap. Flow
+$793M
Cap. Flow
% of AUM
9.84%
Top 10 Holdings %
Top 10 Hldgs %
37.58%
Holding
90
New
7
Increased
38
Reduced
23
Closed
8
Avg Time Held
10.3
quarters
Top 10 Avg Time Held
12
quarters
Top 20 Avg Time Held
7.3
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CrowdStrike
CRWD
|
+$128M |
| 2 |
Uber
UBER
|
+$109M |
| 3 |
Eli Lilly
LLY
|
+$107M |
| 4 |
Advanced Micro Devices
AMD
|
+$95.6M |
| 5 |
Quanta Services
PWR
|
+$91.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$114M |
| 2 |
Alibaba
BABA
|
+$106M |
| 3 |
Estee Lauder
EL
|
+$89.4M |
| 4 |
Arista Networks
ANET
|
+$75.9M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
76
Vertiv
VRT
$93.8B
| $5.57M | 0.07% |
49,000
-163,000
| -77% | -$19.4M |
2024 Q3
1 quarter
|
|
77
Hershey
HSY
$32.7B
| $5.08M | 0.06% |
30,000
| – | – |
2023 Q2
6 quarters
|
|
78
Verizon
VZ
$193B
| $3.44M | 0.04% |
86,000
| – | – |
2021 Q4
12 quarters
|
|
79
Bank of Montreal
BMO
$112B
| $1.77M | 0.02% |
18,200
| – | – |
2021 Q4
12 quarters
|
|
80
Scotiabank
BNS
$107B
| $1.61M | 0.02% |
30,000
| – | – |
2021 Q4
12 quarters
|
|
81
Avantor
AVTR
$10.4B
| $1.55M | 0.02% |
73,440
| – | – |
2022 Q1
11 quarters
|
|
82
3M
MMM
$84.4B
| $839K | 0.01% |
6,500
| – | – |
2021 Q4
12 quarters
|
|
|
83
Arista Networks
ANET
$266B
| – | – |
-790,756
| Closed | -$75.9M | – |
|
|
84
Alibaba
BABA
$263B
| – | – |
-1,000,000
| Closed | -$106M | – |
|
85
Baker Hughes
BKR
$55.9B
| – | – |
-747,936
| Closed | -$27M | – |
|
|
86
Estee Lauder
EL
$34.2B
| – | – |
-896,524
| Closed | -$89.4M | – |
|
|
87
Insulet
PODD
$9.33B
| – | – |
-255,389
| Closed | -$59.4M | – |
|
88
Snowflake
SNOW
$121B
| – | – |
-412,195
| Closed | -$47.3M | – |
|
89
Vistra
VST
$52.4B
| – | – |
-20,000
| Closed | -$2.37M | – |
|
|
PGRU
90
DELISTED
PropertyGuru Group Limited
PGRU
| – | – |
-1,800,000
| Closed | -$11.9M | – |
|
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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.