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EPFB
Employees Provident Fund Board Portfolio holdings
AUM
$13.2B
1-Year Est. Return
29.65%
This Fund
S&P 500
This Quarter
Est. Return
+1.26%
1 Year Est. Return
+29.65%
3 Year Est. Return
+81.69%
5 Year Est. Return
+112.98%
10 Year Est. Return
+350.37%
AUM
$2.49B
AUM Growth
–
Cap. Flow
+$2.53B
Cap. Flow
% of AUM
101.69%
Top 10 Holdings %
Top 10 Hldgs %
45.07%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$185M |
| 2 |
Microsoft
MSFT
|
+$161M |
| 3 |
Chevron
CVX
|
+$111M |
| 4 |
IBM
IBM
|
+$108M |
| 5 |
SLB Ltd
SLB
|
+$97.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.79% |
| 2 | Energy | 22.54% |
| 3 | Consumer Staples | 14.69% |
| 4 | Healthcare | 11.84% |
| 5 | Financials | 6.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
ExxonMobil
XOM
$644B
| $185M | 7.44% |
+2,052,640
| New | +$185M |
|
|
2
Microsoft
MSFT
$3.45T
| $170M | 6.82% |
+4,923,675
| New | +$161M |
|
|
3
Chevron
CVX
$392B
| $109M | 4.35% |
+917,050
| New | +$111M |
|
|
4
IBM
IBM
$211B
| $101M | 4.05% |
+552,683
| New | +$108M |
|
5
GE Aerospace
GE
$374B
| $97.5M | 3.91% |
+877,055
| New | +$97.1M |
|
6
State Street SPDR S&P 500 ETF Trust
SPY
$790B
| $94.7M | 3.8% |
+592,071
| New | +$95.4M |
|
|
7
SLB Ltd
SLB
$73.6B
| $94.6M | 3.8% |
+1,320,701
| New | +$97.8M |
|
8
Procter & Gamble
PG
$336B
| $94.2M | 3.78% |
+1,223,900
| New | +$96.1M |
|
9
Pfizer
PFE
$143B
| $89.1M | 3.57% |
+3,352,554
| New | +$92.6M |
|
10
Walmart Inc
WMT
$885B
| $88.1M | 3.53% |
+3,546,567
| New | +$90.9M |
|
11
Apple
AAPL
$4.54T
| $81.4M | 3.27% |
+5,756,492
| New | +$88.6M |
|
12
Oracle
ORCL
$374B
| $79.4M | 3.18% |
+2,583,454
| New | +$85.7M |
|
13
Johnson & Johnson
JNJ
$618B
| $79M | 3.17% |
+919,775
| New | +$78.1M |
|
14
Merck
MRK
$322B
| $77.3M | 3.1% |
+1,745,045
| New | +$77.9M |
|
15
Intel
INTC
$455B
| $75.6M | 3.03% |
+3,122,847
| New | +$73.8M |
|
16
Coca-Cola
KO
$377B
| $73.5M | 2.95% |
+1,831,994
| New | +$75.8M |
|
17
Wells Fargo
WFC
$261B
| $68.5M | 2.75% |
+1,659,705
| New | +$64.7M |
|
18
Philip Morris
PM
$297B
| $67.6M | 2.71% |
+780,767
| New | +$72.5M |
|
19
JPMorgan Chase
JPM
$935B
| $60.1M | 2.41% |
+1,139,124
| New | +$57.9M |
|
20
Qualcomm
QCOM
$155B
| $57.2M | 2.29% |
+935,813
| New | +$59.7M |
|
|
DD
21
DELISTED
Du Pont De Nemours E I
DD
| $53.7M | 2.15% |
+1,076,903
| New | +$54.4M |
|
22
McDonald's
MCD
$192B
| $48.8M | 1.96% |
+492,468
| New | +$49.3M |
|
23
AT&T
T
$159B
| $47.4M | 1.9% |
+1,773,393
| New | +$49.3M |
|
24
Alphabet (Google) Class C
GOOG
$4.36T
| $44.7M | 1.79% |
+2,039,938
| New | +$43.1M |
|
25
Suncor Energy
SU
$79.4B
| $38.3M | 1.54% |
+1,304,100
| New | +$39.3M |
|
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Employees Provident Fund Board's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Employees Provident Fund Board, which disclosed 48 positions worth $2.49B. Its ten largest holdings account for 45% of the portfolio.
Its largest position is ExxonMobil: 2,052,640 shares worth $185M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Energy and Consumer Staples.
- Employees Provident Fund Board's largest Q2 2013 buy was ExxonMobil: 2,052,640 shares worth $185M.
- Employees Provident Fund Board's ten largest holdings make up 45% of its $2.49B portfolio in Q2 2013.
- Employees Provident Fund Board disclosed 48 positions in Q2 2013, its first 13F filing on record.
Based on Employees Provident Fund Board's 13F filing for Q2 2013, filed 15 Apr 2026.