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
$22B
AUM Growth
+$6.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$284M
2
+$266M
3
+$235M
4
UNH icon
UnitedHealth
UNH
+$193M
5
AMZN icon
Amazon
AMZN
+$169M

Top Sells

1
+$78.1M
2
+$57.7M
3
+$46.2M
4
CSCO icon
Cisco
CSCO
+$45.3M
5
MS icon
Morgan Stanley
MS
+$39.2M

Sector Composition

1 Technology 24.08%
2 Healthcare 16.94%
3 Financials 13.6%
4 Consumer Discretionary 10.38%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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427
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428
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429
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-9,900
430
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-361,920
432
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-381,667
433
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-6,490
434
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-64,991
435
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-261,222
436
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-141,121
437
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-302,491
438
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-41,420
439
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-346,703
440
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-533,706
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