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
$20.4B
AUM Growth
+$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$104M
3
+$88.5M
4
MSFT icon
Microsoft
MSFT
+$85.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$79.9M

Top Sells

1
+$174M
2
+$83.9M
3
+$57.4M
4
DIS icon
Walt Disney
DIS
+$57.2M
5
CTXS
Citrix Systems Inc
CTXS
+$54.8M

Sector Composition

1 Technology 22.08%
2 Healthcare 15.94%
3 Financials 12.47%
4 Industrials 9.13%
5 Consumer Discretionary 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.96M 0.05%
+190,499
277
$9.94M 0.05%
+171,353
278
$9.93M 0.05%
18,157
+3,443
279
$9.93M 0.05%
+1,011,333
280
$9.91M 0.05%
175,235
281
$9.8M 0.05%
509,602
+332,275
282
$9.75M 0.05%
71,272
+11,707
283
$9.53M 0.05%
80,979
284
$9.42M 0.05%
40,731
-273
285
$9.2M 0.05%
115,894
286
$9.14M 0.04%
291,451
+5,852
287
$9.1M 0.04%
21,527
-910
288
$8.91M 0.04%
+77,998
289
$8.89M 0.04%
+62,689
290
$8.44M 0.04%
94,822
-55,648
291
$8.35M 0.04%
266,220
292
$8.19M 0.04%
125,308
+18,425
293
$7.84M 0.04%
27,601
+3,237
294
$7.79M 0.04%
270,722
-40,205
295
$7.67M 0.04%
+96,571
296
$7.65M 0.04%
150,083
-1,014
297
$7.61M 0.04%
329,823
-88,144
298
$7.53M 0.04%
+125,813
299
$7.49M 0.04%
14,887
-47,463
300
$7.34M 0.04%
99,461
10 11
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