EIP

Epoch Investment Partners Portfolio holdings

AUM $17.6B
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.3B
AUM Growth
-$521M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$164M
3
+$142M
4
PPL icon
PPL Corp
PPL
+$117M
5
AGU
Agrium
AGU
+$112M

Top Sells

1
+$290M
2
+$225M
3
+$212M
4
AMP icon
Ameriprise Financial
AMP
+$210M
5
MCD icon
McDonald's
MCD
+$193M

Sector Composition

1 Healthcare 16.94%
2 Financials 14.97%
3 Technology 14.89%
4 Industrials 9.29%
5 Utilities 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
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