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
$27.1B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$330M
2 +$182M
3 +$179M
4
VOYA icon
Voya Financial
VOYA
+$151M
5
DHR icon
Danaher
DHR
+$149M

Top Sells

1 +$309M
2 +$224M
3 +$181M
4
AAPL icon
Apple
AAPL
+$177M
5
CME icon
CME Group
CME
+$143M

Sector Composition

1 Financials 18.96%
2 Technology 15.87%
3 Healthcare 12.98%
4 Industrials 9.22%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-396,392
277
-220,755
278
-859,684
279
-60,021
280
-7,025
281
-952,167
282
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283
-1,123,950
284
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286
-736,001