Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q1 2024
Top Holdings408 positions
MICROSOFT CORP | 1.4M | $596.9M | 2.7% | $207.46 | +98.92% | 21 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 395,266 | $523.9M | 2.3% | $40.66 | +218.37% | 21 qtrssince 2019-Q1 | Increased 57 |
META PLATFORMS INC | 971,875 | $471.9M | 2.1% | $236.25 | +103.80% | 21 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 781,610 | $386.7M | 1.7% | $365.46 | +28.06% | 21 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 1.2M | $341.5M | 1.5% | $237.52 | +15.31% | 21 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.5M | $305.4M | 1.4% | $103.03 | +84.47% | 16 qtrssince 2020-Q2 | Increased 53 |
KLA CORP | 365,290 | $255.2M | 1.1% | $22.54 | +204.13% | 21 qtrssince 2019-Q1 | Decreased 0 |
LPL FINL HLDGS INC | 927,369 | $245M | 1.1% | $202.37 | +29.28% | 15 qtrssince 2020-Q3 | Increased 57 |
ELI LILLY & CO | 311,647 | $242.4M | 1.1% | $377.58 | +102.57% | 17 qtrssince 2020-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 1M | $238.4M | 1.1% | $159.63 | +38.77% | 21 qtrssince 2019-Q1 | Increased 53 |
APPLIED MATLS INC | 1.1M | $235.2M | 1.0% | $126.96 | +59.46% | 21 qtrssince 2019-Q1 | Increased 63 |
YUM BRANDS INC | 1.7M | $233.2M | 1.0% | $118.84 | +11.15% | 21 qtrssince 2019-Q1 | Increased 62 |
ALPHABET INC | 1.5M | $222.8M | 1.0% | $107.59 | +38.95% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.3M | $215.1M | 1.0% | $150.68 | +12.57% | 21 qtrssince 2019-Q1 | Decreased 0 |
NETAPP INC | 2M | $208.1M | 0.9% | $68.71 | +45.90% | 9 qtrssince 2022-Q1 | Increased 48 |
PAYCHEX INC | 1.7M | $205.9M | 0.9% | $96.14 | +17.08% | 21 qtrssince 2019-Q1 | Increased 55 |
ARISTA NETWORKS INC | 689,525 | $199.9M | 0.9% | $32.14 | +125.54% | 21 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA EUROPACIFIC PARTNE | 2.9M | $199.9M | 0.9% | $47.16 | +40.52% | 21 qtrssince 2019-Q1 | Decreased 0 |
ZOETIS INC | 1.2M | $199.6M | 0.9% | $173.06 | -5.72% | 21 qtrssince 2019-Q1 | Increased 57 |
AMAZON COM INC | 1.1M | $197.3M | 0.9% | $141.34 | +27.62% | 21 qtrssince 2019-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $22.5B across 408 positions as of Q1 2024. Top holdings: MSFT (2.7%), AVGO (2.3%), META (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 24 new positions, 27 exits, 133 increased. Top move: AMAT (INCREASED, conviction 63). Portfolio: $22.5B across 408 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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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
Verify source filings on SEC EDGAR