Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q2 2023
Top Holdings440 positions
MICROSOFT CORP | 1.6M | $528.4M | 3.1% | $138.60 | +139.57% | 18 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $330.8M | 1.9% | $115.40 | +65.62% | 18 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 368,993 | $320.1M | 1.9% | $26.33 | +217.16% | 18 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA EUROPACIFIC PARTNE | 3.9M | $250.5M | 1.4% | $47.16 | +25.70% | 18 qtrssince 2019-Q1 | Increased 60 |
UNITEDHEALTH GROUP INC | 503,592 | $242M | 1.4% | $261.53 | +71.91% | 18 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC | 828,925 | $237.9M | 1.4% | $188.22 | +51.03% | 18 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP NEW | 1.5M | $236M | 1.4% | $109.15 | +27.05% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.6M | $228.8M | 1.3% | $95.95 | +40.94% | 13 qtrssince 2020-Q2 | Decreased 0 |
CISCO SYS INC | 4.1M | $209.7M | 1.2% | $44.26 | +7.19% | 18 qtrssince 2019-Q1 | Decreased 0 |
ANALOG DEVICES INC | 1.1M | $208.9M | 1.2% | $115.43 | +60.78% | 18 qtrssince 2019-Q1 | Decreased 0 |
INTERNATIONAL BUSINESS MACHS | 1.5M | $194.3M | 1.1% | $100.94 | +19.49% | 18 qtrssince 2019-Q1 | Decreased 0 |
ASTRAZENECA PLC | 2.6M | $187.6M | 1.1% | $108.59 | +25.20% | 18 qtrssince 2019-Q1 | Increased 70 |
BANK AMERICA CORP | 6.4M | $184.4M | 1.1% | $27.70 | -4.42% | 18 qtrssince 2019-Q1 | Increased 54 |
LINDE PLC | 471,055 | $179.5M | 1.0% | $339.28 | +8.26% | 2 qtrssince 2023-Q1 | Decreased 0 |
ELI LILLY & CO | 382,720 | $179.5M | 1.0% | $232.70 | +97.01% | 14 qtrssince 2020-Q1 | Decreased 0 |
TEXAS INSTRS INC | 976,565 | $175.8M | 1.0% | $96.51 | +69.99% | 18 qtrssince 2019-Q1 | Decreased 0 |
KLA CORP | 359,204 | $174.2M | 1.0% | $16.20 | +191.50% | 18 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 1.3M | $172.3M | 1.0% | $62.42 | +92.47% | 18 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 475,601 | $162.2M | 0.9% | $297.85 | +14.49% | 8 qtrssince 2021-Q3 | Decreased 0 |
MERCK & CO INC | 1.4M | $159.3M | 0.9% | $64.34 | +62.55% | 18 qtrssince 2019-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $17.3B across 440 positions as of Q2 2023. Top holdings: MSFT (3.1%), AAPL (1.9%), AVGO (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 33 new positions, 29 exits, 150 increased. Top move: AZN (INCREASED, conviction 70). Portfolio: $17.3B across 440 positions.
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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
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