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
$22B
AUM Growth
+$6.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$284M
2
+$266M
3
+$235M
4
UNH icon
UnitedHealth
UNH
+$193M
5
AMZN icon
Amazon
AMZN
+$169M

Top Sells

1
+$78.1M
2
+$57.7M
3
+$46.2M
4
CSCO icon
Cisco
CSCO
+$45.3M
5
MS icon
Morgan Stanley
MS
+$39.2M

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
126
$64.4M 0.29%
325,452
+232,600
127
$63.3M 0.29%
226,357
-26,729
128
$62.5M 0.28%
1,224,438
-162,759
129
$62.5M 0.28%
1,109,013
-54,209
130
$62.3M 0.28%
1,361,550
+1,177,200
131
$62.1M 0.28%
120,516
+117,308
132
$62M 0.28%
+99,165
133
$61.9M 0.28%
237,626
+98,856
134
$61.7M 0.28%
1,074,250
-26,354
135
$61.6M 0.28%
1,216,750
-61,434
136
$61.3M 0.28%
728,286
-35,115
137
$61.1M 0.28%
252,820
+90,436
138
$60.6M 0.28%
354,465
+74,317
139
$60.6M 0.28%
748,071
+247,652
140
$60.4M 0.27%
1,632,249
+29,555
141
$60.1M 0.27%
353,880
-103,497
142
$60M 0.27%
2,083,864
+699,739
143
$59.8M 0.27%
380,111
+17,151
144
$59.2M 0.27%
277,208
-290
145
$58.8M 0.27%
1,592,694
-50,322
146
$58.6M 0.27%
2,033,996
-903,333
147
$58.3M 0.27%
212,276
+72,777
148
$57.8M 0.26%
211,121
+4,856
149
$57.5M 0.26%
2,966,310
+49,204
150
$56.7M 0.26%
1,792,886
+811,976
4 5
6
7 8