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
351
$1.5M 0.01%
+6,238
352
$1.43M 0.01%
+31,013
353
$1.41M 0.01%
+14,203
354
$1.35M 0.01%
+54,718
355
$1.3M 0.01%
+6,450
356
$1.26M 0.01%
+9,022
357
$1.25M 0.01%
+17,190
358
$1.21M 0.01%
9,269
-110,039
359
$1.2M 0.01%
+43,022
360
$1.17M 0.01%
15,058
-587,229
361
$1.13M 0.01%
+15,356
362
$1.11M 0.01%
6,942
+2,592
363
$1.09M 0.01%
+7,857
364
$1.09M 0.01%
+22,066
365
$1.03M 0.01%
+7,378
366
$1.02M 0.01%
+5,082
367
$1.02M 0.01%
58,230
+39,075
368
$1.02M 0.01%
+8,534
369
$978K ﹤0.01%
+11,160
370
$968K ﹤0.01%
+9,330
371
$918K ﹤0.01%
+2,721
372
$918K ﹤0.01%
+27,486
373
$903K ﹤0.01%
14,382
-602,243
374
$882K ﹤0.01%
4,113
+1,965
375
$824K ﹤0.01%
+3,562
13 14
15
16 17