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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
$30B
AUM Growth
+$3.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$358M
2
+$296M
3
+$238M
4
MS icon
Morgan Stanley
MS
+$223M
5
PYPL icon
PayPal
PYPL
+$114M

Top Sells

1
+$373M
2
+$292M
3
+$218M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$137M
5
STX icon
Seagate
STX
+$111M

Sector Composition

1 Technology 18.29%
2 Financials 14.76%
3 Healthcare 11.96%
4 Industrials 11.6%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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327
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328
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-80,694
329
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-50,319
330
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-18,737
331
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-563,937
332
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-76,116
333
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-57,375
334
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-269,146
335
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-29,642
336
– –
-636,043
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