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EIP

Epoch Investment Partners Portfolio holdings

AUM $16.5B
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.7B
AUM Growth
-$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$206M
3
+$191M
4
CFG icon
Citizens Financial Group
CFG
+$178M
5
IRM icon
Iron Mountain
IRM
+$141M

Top Sells

1
+$337M
2
+$293M
3
+$231M
4
MET icon
MetLife
MET
+$212M
5
NOV icon
NOV
NOV
+$188M

Sector Composition

1 Financials 18.67%
2 Technology 18.08%
3 Healthcare 10.41%
4 Industrials 9.79%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-2,861,632
277
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-52,430
278
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-820,154
279
– –
-12,689
280
– –
-550,729
281
– –
-300,704
282
– –
-1,300,986
283
– –
-4,310
284
– –
-252,071
285
– –
-27,096
8 9 10 11
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