Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q2 2020
Top Holdings285 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5.3M | $1.1B | 5.6% | $110.82 | +70.96% | 6 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 5.2M | $398.5M | 2.1% | $63.52 | -3.91% | 6 qtrssince 2019-Q1 | Increased 70 |
UNITEDHEALTH GROUP INC | 1.3M | $394.6M | 2.0% | $220.35 | +20.28% | 6 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.2M | $391.4M | 2.0% | $23.95 | +14.31% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 276,819 | $391.3M | 2.0% | $58.23 | +18.89% | 6 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.7M | $379.1M | 2.0% | $180.57 | +21.34% | 6 qtrssince 2019-Q1 | Increased 58 |
WALMART INC | 2.3M | $272.4M | 1.4% | $35.16 | +4.63% | 6 qtrssince 2019-Q1 | Increased 56 |
VERIZON COMMUNICATIONS INC | 4.7M | $259.1M | 1.3% | $39.82 | -2.10% | 6 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.5M | $259M | 1.3% | $113.63 | +31.35% | 6 qtrssince 2019-Q1 | Decreased 0 |
KLA CORP | 1.3M | $249M | 1.3% | $15.63 | +16.67% | 6 qtrssince 2019-Q1 | Increased 69 |
CHARTER COMMUNICATIONS INC - CLASS A | 482,279 | $246M | 1.3% | $452.35 | +12.57% | 4 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 87,609 | $241.7M | 1.2% | $94.21 | +42.25% | 6 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 954,497 | $239.1M | 1.2% | $167.20 | +28.94% | 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% | $158.72 | +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-CLASS A SHARES | 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% | $345.89 | 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 Rating: 2.5/5.0.
Active quarter - 37 new positions, 21 exits, 86 increased. Top move: MRK (INCREASED, conviction 70). Portfolio: $19.4B across 285 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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