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
$22.2B
AUM Growth
-$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$144M
3
+$119M
4
DOW icon
Dow Inc
DOW
+$119M
5
MGM icon
MGM Resorts International
MGM
+$118M

Top Sells

1
+$273M
2
+$221M
3
+$209M
4
UHS icon
Universal Health Services
UHS
+$156M
5
MSFT icon
Microsoft
MSFT
+$107M

Sector Composition

1 Technology 15.5%
2 Financials 13.55%
3 Healthcare 13.2%
4 Industrials 11.82%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
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