EIP

Epoch Investment Partners Portfolio holdings

AUM $19.3B
1-Year Est. Return 19.15%
This Quarter Est. Return
1 Year Est. Return
+19.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.1B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$579M
2 +$506M
3 +$475M
4
BA icon
Boeing
BA
+$399M
5
TWX
Time Warner Inc
TWX
+$398M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.2%
2 Healthcare 12.54%
3 Technology 11.41%
4 Consumer Discretionary 10.75%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$362K ﹤0.01%
+8,065
252
$341K ﹤0.01%
+5,165
253
$333K ﹤0.01%
+9,440
254
$327K ﹤0.01%
+8,560
255
$279K ﹤0.01%
+5,000
256
$274K ﹤0.01%
+4,155
257
$266K ﹤0.01%
+2,906
258
$265K ﹤0.01%
+23,579
259
$249K ﹤0.01%
+4,840
260
$240K ﹤0.01%
+5,345
261
$238K ﹤0.01%
+6,520
262
$229K ﹤0.01%
+2,645
263
$220K ﹤0.01%
+6,836
264
$212K ﹤0.01%
+1,400
265
$209K ﹤0.01%
+3,650
266
$123K ﹤0.01%
+3,680