EIP

Epoch Investment Partners Portfolio holdings

AUM $18.2B
1-Year Est. Return 19.65%
This Quarter Est. Return
1 Year Est. Return
+19.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.9B
AUM Growth
+$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$203M
3
+$172M
4
ORCL icon
Oracle
ORCL
+$167M
5
AMAT icon
Applied Materials
AMAT
+$162M

Top Sells

1
+$220M
2
+$185M
3
+$164M
4
IP icon
International Paper
IP
+$157M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$148M

Sector Composition

1 Financials 18.79%
2 Technology 15.3%
3 Healthcare 10.38%
4 Industrials 9.29%
5 Energy 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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289
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