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
$22.3B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$93.8M
3
+$82.5M
4
MGY icon
Magnolia Oil & Gas
MGY
+$67.7M
5
GEHC icon
GE HealthCare
GEHC
+$53.3M

Top Sells

1
+$119M
2
+$98.5M
3
+$84M
4
J icon
Jacobs Solutions
J
+$81.4M
5
VEEV icon
Veeva Systems
VEEV
+$80.3M

Sector Composition

1 Technology 24.15%
2 Healthcare 16.59%
3 Financials 13%
4 Industrials 11.58%
5 Consumer Discretionary 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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