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
$20.6B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$55.1M
3
+$52.5M
4
STR
Sitio Royalties
STR
+$50.2M
5
PCAR icon
PACCAR
PCAR
+$33.5M

Top Sells

1
+$197M
2
+$90.7M
3
+$80M
4
AAPL icon
Apple
AAPL
+$75.7M
5
JPM icon
JPMorgan Chase
JPM
+$61.1M

Sector Composition

1 Technology 25.17%
2 Healthcare 14.48%
3 Financials 14.07%
4 Industrials 11.5%
5 Consumer Discretionary 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
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