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
$22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$145M
2 +$142M
3 +$133M
4
HII icon
Huntington Ingalls Industries
HII
+$133M
5
A icon
Agilent Technologies
A
+$108M

Top Sells

1 +$178M
2 +$171M
3 +$160M
4
COF icon
Capital One
COF
+$122M
5
OXY icon
Occidental Petroleum
OXY
+$102M

Sector Composition

1 Technology 14.06%
2 Healthcare 13.38%
3 Financials 13.18%
4 Industrials 12.59%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-274,721
302
-2,535,526