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
$16.8B
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1 +$77.1M
2 +$61.3M
3 +$60.3M
4
BIPC icon
Brookfield Infrastructure
BIPC
+$58.8M
5
J icon
Jacobs Solutions
J
+$51.4M

Top Sells

1 +$125M
2 +$74.3M
3 +$61.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$61.6M
5
CNC icon
Centene
CNC
+$59.6M

Sector Composition

1 Technology 21.21%
2 Healthcare 16.44%
3 Financials 12.92%
4 Industrials 10.23%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-14,643
452
-61,211