Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q1 2019
Top Holdings305 positions
MICROSOFT CORP | 7.5M | $881.8M | 3.9% | $110.12 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC-CL C | 399,456 | $468.7M | 2.0% | $58.12 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 2.3M | $444M | 1.9% | $45.22 | 0.00% | 1 qtr | First report 0 |
PFIZER INC | 9.6M | $407.9M | 1.8% | $28.06 | 0.00% | 1 qtr | First report 0 |
OCCIDENTAL PETROLEUM CORP | 6M | $398.3M | 1.7% | $56.45 | 0.00% | 1 qtr | First report 0 |
DOWDUPONT INC COM | 7.4M | $394.1M | 1.7% | — | — | 1 qtr | First report 0 |
UNITEDHEALTH GROUP INC | 1.5M | $360M | 1.6% | $217.04 | 0.00% | 1 qtr | First report 0 |
DANAHER CORP | 2.5M | $329.5M | 1.4% | $113.63 | 0.00% | 1 qtr | First report 0 |
APPLIED MATERIALS INC | 8.2M | $325.3M | 1.4% | $36.90 | 0.00% | 1 qtr | First report 0 |
COSTCO WHOLESALE CORP | 1.3M | $321.3M | 1.4% | $218.85 | 0.00% | 1 qtr | First report 0 |
DUKE ENERGY CORP | 3.4M | $310.2M | 1.4% | $68.06 | 0.00% | 1 qtr | First report 0 |
MERCK & CO. INC. | 3.6M | $302.7M | 1.3% | $63.02 | 0.00% | 1 qtr | First report 0 |
| 1.7M | $297.2M | 1.3% | $159.24 | 0.00% | 1 qtr | First report 0 | |
VISA INC-CLASS A SHARES | 1.9M | $296.8M | 1.3% | $148.12 | 0.00% | 1 qtr | First report 0 |
METLIFE INC | 6.9M | $293.2M | 1.3% | $33.14 | 0.00% | 1 qtr | First report 0 |
HEXCEL CORP NEW | 4.2M | $288.8M | 1.3% | $66.07 | 0.00% | 1 qtr | First report 0 |
BROADCOM INC | 938,449 | $282.2M | 1.2% | $25.00 | 0.00% | 1 qtr | First report 0 |
VERIZON COMMUNICATIONS INC | 4.7M | $277.6M | 1.2% | $38.16 | 0.00% | 1 qtr | First report 0 |
MARTIN MARIETTA MATERIALS | 1.4M | $272M | 1.2% | $191.80 | 0.00% | 1 qtr | First report 0 |
| 2M | $262.4M | 1.1% | — | — | 1 qtr | First report 0 |
Epoch Investment Partners, Inc. manages $22.9B across 305 positions as of Q1 2019. Top holdings: MSFT (3.9%), GOOG (2.0%), AAPL (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
First quarter we have for this fund: 305 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $22.9B across 305 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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