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EIP

Epoch Investment Partners Portfolio holdings

AUM $16.5B
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
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
+$269M
2
+$255M
3
+$222M
4
UNH icon
UnitedHealth
UNH
+$196M
5
AMZN icon
Amazon
AMZN
+$156M

Top Sells

1
+$76.9M
2
+$57.7M
3
+$45.8M
4
LIN icon
Linde
LIN
+$44.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$36.8M

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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-9,900
427
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-3,310
428
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-361,920
429
– –
-381,667
430
– –
-6,490
431
– –
-25,376
432
– –
-64,991
433
– –
-261,222
434
– –
-141,121
435
– –
-133,928
436
– –
-11,476
437
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-302,491
438
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-41,420
439
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-346,703
440
– –
-533,706
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