Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q2 2020
Top Holdings285 positions
Microsoft Corp. | 5.3M | $1.1B | 5.6% | $110.12 | +75.32% | 6 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co., Inc | 5.2M | $398.5M | 2.1% | $62.59 | -2.92% | 6 qtrssince 2019-Q1 | Increased 70 |
UnitedHealth Group Inc. | 1.3M | $394.6M | 2.0% | $216.28 | +22.32% | 6 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 1.2M | $391.4M | 2.0% | $23.75 | +16.85% | 6 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 276,819 | $391.3M | 2.0% | $58.12 | +20.48% | 6 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 1.7M | $379.1M | 2.0% | $181.51 | +23.92% | 6 qtrssince 2019-Q1 | Increased 58 |
Walmart Inc | 2.3M | $272.4M | 1.4% | $34.59 | +6.33% | 6 qtrssince 2019-Q1 | Increased 56 |
VERIZON COMMUNICATIONS INC | 4.7M | $259.1M | 1.3% | $37.88 | -1.05% | 6 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corporation | 1.5M | $259M | 1.3% | $113.63 | +31.35% | 6 qtrssince 2019-Q1 | Decreased 0 |
KLA Corp. | 1.3M | $249M | 1.3% | $15.61 | +16.67% | 6 qtrssince 2019-Q1 | Increased 69 |
CHARTER COMMUNICATIONS INC N | 482,279 | $246M | 1.3% | $452.35 | +12.57% | 4 qtrssince 2019-Q3 | Decreased 0 |
Amazon.com, Inc. | 87,609 | $241.7M | 1.2% | $94.22 | +46.40% | 6 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc. | 954,497 | $239.1M | 1.2% | $163.78 | +31.13% | 6 qtrssince 2019-Q1 | Decreased 0 |
DOLLAR TREE INC | 2.5M | $235M | 1.2% | $84.05 | +11.44% | 3 qtrssince 2019-Q4 | Decreased 0 |
Amgen Inc. | 992,212 | $234M | 1.2% | $157.80 | +23.46% | 6 qtrssince 2019-Q1 | Decreased 0 |
| 1M | $216.7M | 1.1% | $160.16 | +22.20% | 6 qtrssince 2019-Q1 | Decreased 0 | |
Visa Inc | 1.1M | $215.1M | 1.1% | $150.75 | +22.47% | 6 qtrssince 2019-Q1 | Increased 52 |
Thermo Fisher Scientific Inc | 574,518 | $208.2M | 1.1% | $356.28 | 0.00% | 1 qtr | New 70 |
AbbVie Inc. | 2.1M | $206.1M | 1.1% | $59.60 | +29.06% | 6 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 1.6M | $204.9M | 1.1% | $100.05 | +27.01% | 6 qtrssince 2019-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $19.4B across 285 positions as of Q2 2020. Top holdings: MSFT (5.6%), MRK (2.1%), UNH (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 37 new positions, 21 exits, 86 increased. Top move: MRK (INCREASED, conviction 70). Portfolio: $19.4B across 285 positions.
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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
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