Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q2 2021
Top Holdings341 positions
Microsoft Corp. | 2.3M | $625.7M | 3.4% | $110.12 | +135.64% | 10 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 701,247 | $334.4M | 1.8% | $23.75 | +82.49% | 10 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 2.1M | $308.5M | 1.7% | $104.75 | +31.46% | 5 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc. | 113,143 | $283.6M | 1.5% | $64.12 | +93.62% | 10 qtrssince 2019-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 2.3M | $276.4M | 1.5% | $54.50 | +102.69% | 10 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK INC | 295,233 | $258.3M | 1.4% | $425.70 | +83.94% | 10 qtrssince 2019-Q1 | Increased 49 |
Meta Platforms Inc | 720,362 | $250.5M | 1.3% | $183.26 | +87.94% | 10 qtrssince 2019-Q1 | Decreased 0 |
| 837,734 | $242.2M | 1.3% | $165.66 | +64.86% | 10 qtrssince 2019-Q1 | Increased 50 | |
METLIFE INC | 4M | $236.5M | 1.3% | $34.04 | +50.08% | 10 qtrssince 2019-Q1 | Decreased 0 |
Texas Instruments Inc. | 1.1M | $217.2M | 1.2% | $88.32 | +87.92% | 10 qtrssince 2019-Q1 | Decreased 0 |
NUTRIEN LTD | 3.5M | $210.8M | 1.1% | $38.77 | +33.44% | 10 qtrssince 2019-Q1 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 2.5M | $210M | 1.1% | $71.36 | +6.73% | 5 qtrssince 2020-Q2 | Increased 78 |
AbbVie Inc. | 1.8M | $200.5M | 1.1% | $60.33 | +53.69% | 10 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 491,901 | $197M | 1.1% | $216.28 | +68.56% | 10 qtrssince 2019-Q1 | Decreased 0 |
Analog Devices Inc. | 1.1M | $192.6M | 1.0% | $110.63 | +42.98% | 10 qtrssince 2019-Q1 | Increased 53 |
JPMorgan Chase & Co. | 1.2M | $192.5M | 1.0% | $89.74 | +52.07% | 5 qtrssince 2020-Q2 | Decreased 0 |
KLA Corp. | 590,129 | $191.3M | 1.0% | $15.61 | +97.23% | 10 qtrssince 2019-Q1 | Decreased 0 |
International Business Machines Corp. | 1.3M | $188M | 1.0% | $97.24 | +17.67% | 10 qtrssince 2019-Q1 | Decreased 0 |
Cisco Systems, Inc. | 3.5M | $187.5M | 1.0% | $41.48 | +10.33% | 10 qtrssince 2019-Q1 | Decreased 0 |
Morgan Stanley | 2M | $186.7M | 1.0% | $41.51 | +86.88% | 10 qtrssince 2019-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $18.6B across 341 positions as of Q2 2021. Top holdings: MSFT (3.4%), AVGO (1.8%), TMUS (1.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 30 new positions, 13 exits, 118 increased. Top move: RTX (INCREASED, conviction 78). Portfolio: $18.6B across 341 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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