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
$22.9B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$106M
2 +$101M
3 +$94.2M
4
WSO icon
Watsco Inc
WSO
+$90M
5
EA icon
Electronic Arts
EA
+$86.4M

Top Sells

1 +$229M
2 +$146M
3 +$108M
4
QCOM icon
Qualcomm
QCOM
+$97.3M
5
AAPL icon
Apple
AAPL
+$90.3M

Sector Composition

1 Technology 16.71%
2 Financials 13.92%
3 Healthcare 13.25%
4 Industrials 11.66%
5 Consumer Staples 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-24,426