EIP

Epoch Investment Partners Portfolio holdings

AUM $19.3B
1-Year Est. Return 19.15%
This Quarter Est. Return
1 Year Est. Return
+19.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.5B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$99.7M
2 +$64.7M
3 +$61.8M
4
YUM icon
Yum! Brands
YUM
+$59.3M
5
CPRT icon
Copart
CPRT
+$59M

Top Sells

1 +$287M
2 +$280M
3 +$238M
4
LLY icon
Eli Lilly
LLY
+$201M
5
AMZN icon
Amazon
AMZN
+$150M

Sector Composition

1 Technology 22.37%
2 Healthcare 17.03%
3 Financials 13.96%
4 Industrials 11.52%
5 Consumer Discretionary 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-42,942
427
-2,708
428
-10,037
429
-12,515
430
-225,315
431
-808,863
432
-7,920
433
-1,125,556
434
-1,270