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
126
$60.4M 0.31%
889,988
-41,138
127
$60.3M 0.31%
1,726,463
+29,997
128
$59.7M 0.31%
999,377
-482,207
129
$58.1M 0.3%
330,738
-15,594
130
$57.9M 0.3%
386,104
+103,229
131
$57.6M 0.3%
1,436,387
-363,714
132
$57.3M 0.3%
2,881,256
-142,446
133
$56.9M 0.3%
522,231
-17,164
134
$54.7M 0.28%
149,346
-6,334
135
$54.6M 0.28%
657,994
-45,726
136
$54.2M 0.28%
444,601
-22,482
137
$53.9M 0.28%
2,128,420
+59,811
138
$53.9M 0.28%
295,282
-16,379
139
$53.2M 0.28%
214,431
-49,939
140
$52.8M 0.27%
827,247
+48,936
141
$52.6M 0.27%
733,768
-67,459
142
$51.3M 0.27%
320,566
-23,975
143
$50.8M 0.26%
533,509
-27,591
144
$50.6M 0.26%
1,229,562
-61,849
145
$50.4M 0.26%
2,321,605
-12,303
146
$50.4M 0.26%
1,475,705
-91,689
147
$50.2M 0.26%
766,054
-268,512
148
$49.3M 0.26%
850,519
-60,661
149
$47.8M 0.25%
288,904
-13,554
150
$47.5M 0.25%
274,424
-7,544
4 5
6
7 8