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
$19.3B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$57.1M
3
+$46.8M
4
PYPL icon
PayPal
PYPL
+$46.1M
5
MCHP icon
Microchip Technology
MCHP
+$43.6M

Top Sells

1
+$137M
2
+$124M
3
+$79.3M
4
JCI icon
Johnson Controls International
JCI
+$76.3M
5
AAPL icon
Apple
AAPL
+$63.4M

Sector Composition

1 Technology 22.24%
2 Healthcare 16.31%
3 Financials 14.53%
4 Industrials 11.79%
5 Consumer Discretionary 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$71.4M 0.37%
1,648,014
-183,675
102
$70M 0.36%
767,908
+66,031
103
$69.8M 0.36%
1,144,981
+85,742
104
$69.1M 0.36%
1,278,206
-245,810
105
$68.7M 0.36%
1,117,967
-53,062
106
$68.5M 0.36%
1,022,191
-184,786
107
$67.4M 0.35%
2,703,761
+316,988
108
$67.3M 0.35%
135,275
-11,816
109
$66.7M 0.35%
503,298
-19,803
110
$66.4M 0.34%
2,626,791
-39,360
111
$66.1M 0.34%
938,772
-1,916
112
$65.3M 0.34%
808,914
+157,076
113
$65.1M 0.34%
592,031
+26,079
114
$65.1M 0.34%
1,797,568
+171,427
115
$65M 0.34%
1,308,471
+117,694
116
$64.7M 0.34%
970,718
-39,159
117
$64.5M 0.33%
1,204,248
-174,346
118
$64.1M 0.33%
173,791
+9,901
119
$63.7M 0.33%
580,974
-26,438
120
$63.5M 0.33%
707,848
+25,772
121
$63.1M 0.33%
185,232
+15,888
122
$62.4M 0.32%
432,055
-19,288
123
$62.4M 0.32%
407,921
+39,485
124
$61.6M 0.32%
197,054
-8,628
125
$61.4M 0.32%
714,025
-33,525
3 4
5
6 7