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
401
$539K ﹤0.01%
+4,281
402
$534K ﹤0.01%
+7,111
403
$525K ﹤0.01%
+11,457
404
$523K ﹤0.01%
+6,700
405
$504K ﹤0.01%
+2,891
406
$500K ﹤0.01%
+4,458
407
$494K ﹤0.01%
3,759
-196,568
408
$469K ﹤0.01%
+24,786
409
$463K ﹤0.01%
+12,375
410
$438K ﹤0.01%
+9,486
411
$437K ﹤0.01%
+4,807
412
$431K ﹤0.01%
+11,893
413
$428K ﹤0.01%
+6,640
414
$425K ﹤0.01%
+13,145
415
$409K ﹤0.01%
+2,750
416
$400K ﹤0.01%
9,003
417
$395K ﹤0.01%
4,499
418
$392K ﹤0.01%
3,888
-543,762
419
$386K ﹤0.01%
+2,383
420
$361K ﹤0.01%
12,422
421
$352K ﹤0.01%
+2,177
422
$322K ﹤0.01%
+1,585
423
$317K ﹤0.01%
+6,383
424
$315K ﹤0.01%
5,580
425
$311K ﹤0.01%
+13,778
15 16
17
18 19