Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q1 2019
Top Holdings305 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.5M | $881.8M | 3.9% | $110.82 | 0.00% | 1 qtr | New 88 |
ALPHABET INC-CL C | 399,456 | $468.7M | 2.0% | $58.23 | 0.00% | 1 qtr | New 81 |
APPLE INC | 2.3M | $444M | 1.9% | $45.22 | 0.00% | 1 qtr | New 71 |
PFIZER INC | 9.6M | $407.9M | 1.8% | $28.06 | 0.00% | 1 qtr | New 71 |
OCCIDENTAL PETROLEUM CORP | 6M | $398.3M | 1.7% | $57.24 | 0.00% | 1 qtr | New 71 |
DOWDUPONT INC COM | 7.4M | $394.1M | 1.7% | — | — | 1 qtr | New 71 |
UNITEDHEALTH GROUP INC | 1.5M | $360M | 1.6% | $221.33 | 0.00% | 1 qtr | New 71 |
DANAHER CORP | 2.5M | $329.5M | 1.4% | $113.63 | 0.00% | 1 qtr | New 71 |
APPLIED MATERIALS INC | 8.2M | $325.3M | 1.4% | $36.99 | 0.00% | 1 qtr | New 71 |
COSTCO WHOLESALE CORP | 1.3M | $321.3M | 1.4% | $218.85 | 0.00% | 1 qtr | New 71 |
DUKE ENERGY CORP | 3.4M | $310.2M | 1.4% | $68.06 | 0.00% | 1 qtr | New 71 |
MERCK & CO. INC. | 3.6M | $302.7M | 1.3% | $64.32 | 0.00% | 1 qtr | New 71 |
| 1.7M | $297.2M | 1.3% | $159.24 | 0.00% | 1 qtr | New 71 | |
VISA INC-CLASS A SHARES | 1.9M | $296.8M | 1.3% | $148.12 | 0.00% | 1 qtr | New 71 |
METLIFE INC | 6.9M | $293.2M | 1.3% | $33.14 | 0.00% | 1 qtr | New 71 |
HEXCEL CORP | 4.2M | $288.8M | 1.3% | $66.07 | 0.00% | 1 qtr | New 71 |
BROADCOM INC | 938,449 | $282.2M | 1.2% | $25.14 | 0.00% | 1 qtr | New 70 |
VERIZON COMMUNICATIONS INC | 4.7M | $277.6M | 1.2% | $40.01 | 0.00% | 1 qtr | New 70 |
MARTIN MARIETTA MATERIALS | 1.4M | $272M | 1.2% | $191.80 | 0.00% | 1 qtr | New 70 |
| 2M | $262.4M | 1.1% | — | — | 1 qtr | New 70 |
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 Rating: 2.5/5.0.
Active quarter - 305 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 88). 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
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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