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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
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
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 Held Since
NVDA icon
1
NVIDIA
NVDA
$5.57T
$645M 8%
4,800,460
-431,146
-8% -$59.4M
2017 Q1
31 quarters
MSFT icon
2
Microsoft
MSFT
$3.88T
$604M 7.5%
1,433,668
-63,163
-4% -$26.9M
2013 Q2
46 quarters
AAPL icon
3
Apple
AAPL
$4.97T
$273M 3.39%
1,089,124
-84,384
-7% -$19.9M
2023 Q3
5 quarters
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.26T
$264M 3.28%
1,396,309
+405,309
+41% +$70.9M
2015 Q3
37 quarters
NKE icon
5
Nike
NKE
$51.6B
$244M 3.03%
3,220,773
– –
2021 Q1
15 quarters
AVGO icon
6
Broadcom
AVGO
$1.72T
$226M 2.81%
976,595
-206,022
-17% -$38.1M
2018 Q2
26 quarters
LLY icon
7
Eli Lilly
LLY
$1.04T
$210M 2.61%
272,625
+129,698
+91% +$107M
2023 Q1
7 quarters
MU icon
8
Micron Technology
MU
$1.17T
$199M 2.48%
2,369,016
+570,578
+32% +$58M
2022 Q1
11 quarters
META icon
9
Meta Platforms (Facebook)
META
$1.84T
$183M 2.28%
313,147
+127,309
+69% +$74.7M
2023 Q4
4 quarters
NOW icon
10
ServiceNow
NOW
$144B
$177M 2.2%
836,840
-6,080
-0.7% -$1.23M
2018 Q4
24 quarters
ADBE icon
11
Adobe
ADBE
$95.8B
$176M 2.18%
395,019
+93,585
+31% +$46.3M
2023 Q2
6 quarters
BMY icon
12
Bristol-Myers Squibb
BMY
$122B
$162M 2.01%
2,866,586
-6,600
-0.2% -$369K
2023 Q1
7 quarters
PANW icon
13
Palo Alto Networks
PANW
$326B
$162M 2.01%
889,306
-1,414
-0.2% -$267K
2023 Q3
5 quarters
DDOG icon
14
Datadog
DDOG
$98.3B
$161M 2%
1,128,905
+296,728
+36% +$40.8M
2022 Q4
8 quarters
XOM icon
15
ExxonMobil
XOM
$693B
$160M 1.98%
1,485,790
+479,013
+48% +$56M
2024 Q1
3 quarters
AMD icon
16
Advanced Micro Devices
AMD
$1.01T
$155M 1.93%
1,284,712
+664,267
+107% +$95.6M
2021 Q4
12 quarters
ZTS icon
17
Zoetis
ZTS
$30.2B
$150M 1.86%
919,660
+371,062
+68% +$66.4M
2023 Q1
7 quarters
CRWD icon
18
CrowdStrike
CRWD
$269B
$149M 1.86%
1,747,124
+1,538,444
+737% +$128M
2022 Q4
8 quarters
UBER icon
19
Uber
UBER
$143B
$145M 1.81%
2,410,282
+1,522,857
+172% +$109M
2023 Q1
7 quarters
MRVL icon
20
Marvell Technology
MRVL
$247B
$142M 1.76%
1,286,853
-365,684
-22% -$33.9M
2022 Q1
11 quarters
AMZN icon
21
Amazon
AMZN
$2.74T
$140M 1.74%
640,000
-227,694
-26% -$46.6M
2016 Q4
32 quarters
ISRG icon
22
Intuitive Surgical
ISRG
$147B
$138M 1.71%
263,932
+103,309
+64% +$53.8M
2023 Q2
6 quarters
AMAT icon
23
Applied Materials
AMAT
$404B
$138M 1.71%
846,781
+498,993
+143% +$90.4M
2024 Q1
3 quarters
DXCM icon
24
DexCom
DXCM
$31.9B
$138M 1.71%
1,770,500
+832,239
+89% +$61.6M
2023 Q2
6 quarters
PWR icon
25
Quanta Services
PWR
$103B
$135M 1.68%
426,921
+283,332
+197% +$91.1M
2024 Q3
1 quarter
1
2 3 4

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EIP
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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
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TI
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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.