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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
$17.3B
AUM Growth
+$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$75.2M
2
+$61.3M
3
+$60.4M
4
RF icon
Regions Financial
RF
+$56.3M
5
VICI icon
VICI Properties
VICI
+$53.1M

Top Sells

1
+$80.4M
2
+$73.5M
3
+$63.5M
4
SNPS icon
Synopsys
SNPS
+$62.7M
5
HUM icon
Humana
HUM
+$51.9M

Sector Composition

1 Technology 21.67%
2 Healthcare 15.58%
3 Financials 13.46%
4 Industrials 10.14%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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-195,804
452
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-88,175
453
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-4,728
454
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-847,308
455
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-11,588
456
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-2,414
457
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-174,520
458
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-364
459
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-54,436
460
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-106,915
461
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-342,201
462
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-96,340
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-12,788
464
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-34,302
465
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-496,852
466
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-1,018,380
467
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-114,560
468
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-6,280
469
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-6,820
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