EIP

Epoch Investment Partners Portfolio holdings

AUM $18.2B
1-Year Est. Return 19.65%
This Quarter Est. Return
1 Year Est. Return
+19.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.4B
AUM Growth
+$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$104M
3
+$88.5M
4
MSFT icon
Microsoft
MSFT
+$85.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$79.9M

Top Sells

1
+$174M
2
+$83.9M
3
+$57.4M
4
DIS icon
Walt Disney
DIS
+$57.2M
5
CTXS
Citrix Systems Inc
CTXS
+$54.8M

Sector Composition

1 Technology 22.08%
2 Healthcare 15.94%
3 Financials 12.47%
4 Industrials 9.13%
5 Consumer Discretionary 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.29M 0.01%
+14,960
327
$2.27M 0.01%
+26,948
328
$2.23M 0.01%
8,918
-22,183
329
$2.18M 0.01%
+12,369
330
$2.14M 0.01%
5,567
+4,008
331
$2.14M 0.01%
+18,018
332
$2.13M 0.01%
+7,986
333
$2.06M 0.01%
21,762
+15,660
334
$2.02M 0.01%
57,124
+914
335
$2M 0.01%
17,541
336
$1.93M 0.01%
+8,681
337
$1.9M 0.01%
6,306
338
$1.78M 0.01%
+13,546
339
$1.77M 0.01%
+21,031
340
$1.77M 0.01%
+13,851
341
$1.76M 0.01%
+65,223
342
$1.76M 0.01%
+8,217
343
$1.7M 0.01%
+19,516
344
$1.67M 0.01%
+24,629
345
$1.66M 0.01%
+29,952
346
$1.62M 0.01%
+16,164
347
$1.56M 0.01%
+10,221
348
$1.55M 0.01%
9,363
-1,049,072
349
$1.54M 0.01%
+6,896
350
$1.51M 0.01%
+18,540
12 13
14
15 16