Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q2 2022
Top Holdings434 positions
Microsoft Corp | 2M | $511.4M | 3.0% | $135.68 | +82.81% | 14 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 534,118 | $259.5M | 1.5% | $25.17 | +80.48% | 14 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 1.8M | $248.2M | 1.5% | $109.61 | +22.17% | 14 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 466,675 | $239.7M | 1.4% | $235.13 | +101.53% | 14 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 108,294 | $236.9M | 1.4% | $71.75 | +51.00% | 14 qtrssince 2019-Q1 | Decreased 0 |
International Business Machine | 1.6M | $220.5M | 1.3% | $100.93 | +19.92% | 14 qtrssince 2019-Q1 | Decreased 0 |
AbbVie Inc | 1.4M | $218.1M | 1.3% | $60.33 | +117.93% | 14 qtrssince 2019-Q1 | Decreased 0 |
United Technologies Corp | 2M | $191.2M | 1.1% | $72.15 | +21.73% | 9 qtrssince 2020-Q2 | Decreased 0 |
T-Mobile US Inc | 1.4M | $187.4M | 1.1% | $105.48 | +21.28% | 9 qtrssince 2020-Q2 | Decreased 0 |
Taiwan Semiconductor Manufactu | 2.3M | $187.1M | 1.1% | $64.76 | +18.19% | 14 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co Inc | 2.1M | $187M | 1.1% | $63.89 | +25.75% | 14 qtrssince 2019-Q1 | Decreased 0 |
| 645,959 | $185.7M | 1.1% | $165.66 | +67.85% | 14 qtrssince 2019-Q1 | Decreased 0 | |
MetLife Inc | 3M | $185.3M | 1.1% | $35.88 | +53.88% | 14 qtrssince 2019-Q1 | Decreased 0 |
NextEra Energy Inc | 2.3M | $176.8M | 1.0% | $66.14 | +4.01% | 7 qtrssince 2020-Q4 | Increased 58 |
Cisco Systems Inc/Delaware | 4.1M | $176.2M | 1.0% | $44.15 | -14.37% | 14 qtrssince 2019-Q1 | Decreased 0 |
Analog Devices Inc | 1.2M | $171.3M | 1.0% | $115.27 | +18.51% | 14 qtrssince 2019-Q1 | Decreased 0 |
Medtronic PLC | 1.8M | $164.4M | 1.0% | $93.77 | -16.79% | 14 qtrssince 2019-Q1 | Increased 44 |
JPMorgan Chase & Co | 1.5M | $163.4M | 1.0% | $93.79 | +8.02% | 9 qtrssince 2020-Q2 | Increased 46 |
Centene Corp | 1.9M | $161.3M | 0.9% | $71.82 | +17.81% | 14 qtrssince 2019-Q1 | Increased 45 |
Texas Instruments Inc | 1M | $159.3M | 0.9% | $95.23 | +42.80% | 14 qtrssince 2019-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $17.1B across 434 positions as of Q2 2022. Top holdings: MSFT (3.0%), AVGO (1.5%), AAPL (1.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 22 new positions, 27 exits, 166 increased. Top move: NEE (INCREASED, conviction 58). Portfolio: $17.1B across 434 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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