Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q2 2024
Top Holdings383 positions
MICROSOFT CORP | 1.4M | $646.7M | 3.0% | $211.99 | +107.18% | 22 qtrssince 2019-Q1 | Increased 55 |
BROADCOM INC | 360,709 | $579.1M | 2.6% | $40.66 | +286.87% | 22 qtrssince 2019-Q1 | Decreased 0 |
FACEBOOK INC-CLASS A | 951,428 | $479.7M | 2.2% | $236.25 | +111.83% | 22 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 865,777 | $440.9M | 2.0% | $376.96 | +28.34% | 22 qtrssince 2019-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 1.9M | $391.2M | 1.8% | $122.09 | +58.12% | 17 qtrssince 2020-Q2 | Increased 61 |
APPLE INC | 1.8M | $386.5M | 1.8% | $169.02 | +23.44% | 22 qtrssince 2019-Q1 | Increased 67 |
VISA INC-CLASS A SHARES | 1.2M | $322M | 1.5% | $237.57 | +8.62% | 22 qtrssince 2019-Q1 | Increased 49 |
APPLIED MATERIALS INC | 1.3M | $310.1M | 1.4% | $140.86 | +64.76% | 22 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL A | 1.5M | $278.7M | 1.3% | $110.16 | +63.98% | 22 qtrssince 2019-Q1 | Increased 50 |
KLA CORP | 312,906 | $258M | 1.2% | $22.54 | +259.69% | 22 qtrssince 2019-Q1 | Decreased 0 |
ZOETIS INC | 1.5M | $256.8M | 1.2% | $171.96 | -2.51% | 22 qtrssince 2019-Q1 | Increased 60 |
ELI LILLY & CO | 277,735 | $251.5M | 1.1% | $377.58 | +136.14% | 18 qtrssince 2020-Q1 | Decreased 0 |
NETAPP INC | 1.9M | $245.2M | 1.1% | $68.71 | +79.87% | 10 qtrssince 2022-Q1 | Decreased 0 |
UNION PACIFIC CORP | 1.1M | $243.2M | 1.1% | $209.34 | +2.85% | 22 qtrssince 2019-Q1 | Increased 69 |
AMERICAN EXPRESS CO | 1M | $232.5M | 1.1% | $159.63 | +41.55% | 22 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 607,131 | $212.8M | 1.0% | $32.14 | +172.59% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.2M | $212.6M | 1.0% | $100.82 | +80.43% | 22 qtrssince 2019-Q1 | Decreased 0 |
PAYCHEX INC | 1.8M | $212.3M | 1.0% | $96.99 | +12.96% | 22 qtrssince 2019-Q1 | Increased 46 |
COSTCO WHOLESALE CORP | 244,586 | $207.9M | 0.9% | $389.78 | +115.39% | 22 qtrssince 2019-Q1 | Increased 44 |
AMAZON.COM INC | 1.1M | $204.2M | 0.9% | $141.34 | +36.73% | 22 qtrssince 2019-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $21.9B across 383 positions as of Q2 2024. Top holdings: MSFT (3.0%), AVGO (2.6%), META (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 8 new positions, 33 exits, 127 increased. Top move: UNP (INCREASED, conviction 69). Portfolio: $21.9B across 383 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR