EIP
Epoch Investment Partners Portfolio holdings
AUM
$19.3B
1-Year Return
19.15%
This Quarter Return
+4.02%
1 Year Return
+19.15%
3 Year Return
+76.35%
5 Year Return
+147.93%
10 Year Return
+300.25%
AUM
$22.2B
AUM Growth
-$733M
(-3.2%)
Cap. Flow
-$1.51B
Cap. Flow
% of AUM
-6.83%
Top 10 Holdings %
Top 10 Hldgs %
18.95%
Holding
324
New
19
Increased
94
Reduced
167
Closed
39
Top Buys
| 1 |
Amazon
AMZN
|
$172M |
| 2 |
Arista Networks
ANET
|
$135M |
| 3 |
MGM Resorts International
MGM
|
$126M |
| 4 |
International Flavors & Fragrances
IFF
|
$122M |
| 5 |
Phillips 66
PSX
|
$119M |
Top Sells
| 1 |
Apple
AAPL
|
$277M |
| 2 |
Marvell Technology
MRVL
|
$221M |
| 3 |
DuPont de Nemours
DD
|
$165M |
| 4 |
Universal Health Services
UHS
|
$156M |
| 5 |
Microsoft
MSFT
|
$113M |
Sector Composition
| 1 | Technology | 15.5% |
| 2 | Financials | 13.55% |
| 3 | Healthcare | 13.2% |
| 4 | Industrials | 11.82% |
| 5 | Consumer Discretionary | 8.1% |
