Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q3 2019
Top Holdings275 positions
MICROSOFT CORP | 6.3M | $880.8M | 4.0% | $110.12 | +18.71% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 394,832 | $481.3M | 2.2% | $58.12 | +3.89% | 3 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 7M | $383.5M | 1.7% | $39.91 | +10.48% | 3 qtrssince 2019-Q1 | Increased 71 |
UNITEDHEALTH GROUP INC | 1.7M | $379.4M | 1.7% | $214.18 | -10.12% | 3 qtrssince 2019-Q1 | Increased 55 |
MERCK & CO. INC. | 4.4M | $366.8M | 1.7% | $63.26 | +2.17% | 3 qtrssince 2019-Q1 | Increased 56 |
PFIZER INC | 9.9M | $354.2M | 1.6% | $27.69 | -12.72% | 3 qtrssince 2019-Q1 | Increased 54 |
METLIFE INC | 7.3M | $342.2M | 1.6% | $33.36 | +12.12% | 3 qtrssince 2019-Q1 | Increased 52 |
BOEING CO/THE | 886,398 | $337.2M | 1.5% | $367.69 | +2.91% | 3 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 6.5M | $322.2M | 1.5% | $36.90 | +27.03% | 3 qtrssince 2019-Q1 | Decreased 0 |
| 1.6M | $319.5M | 1.5% | $160.16 | +9.29% | 3 qtrssince 2019-Q1 | Decreased 0 | |
DUKE ENERGY CORP | 3.2M | $308.6M | 1.4% | $68.09 | +9.22% | 3 qtrssince 2019-Q1 | Increased 49 |
DANAHER CORP | 2.1M | $306.7M | 1.4% | $113.63 | +7.48% | 3 qtrssince 2019-Q1 | Decreased 0 |
HEXCEL CORP NEW | 3.5M | $283.8M | 1.3% | $66.07 | +17.48% | 3 qtrssince 2019-Q1 | Decreased 0 |
PHILLIPS 66 | 2.7M | $274M | 1.2% | $72.09 | +11.40% | 3 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 1.2M | $273.2M | 1.2% | $163.78 | +19.16% | 3 qtrssince 2019-Q1 | Increased 53 |
MARTIN MARIETTA MATERIALS | 966,861 | $265M | 1.2% | $191.80 | +35.17% | 3 qtrssince 2019-Q1 | Decreased 0 |
FACEBOOK INC-CLASS A | 1.4M | $257.2M | 1.2% | $172.57 | +2.22% | 3 qtrssince 2019-Q1 | Increased 77 |
VERIZON COMMUNICATIONS INC | 4.2M | $255.2M | 1.2% | $38.16 | +4.22% | 3 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 890,546 | $245.9M | 1.1% | $24.98 | -6.41% | 3 qtrssince 2019-Q1 | Increased 49 |
CENTENE CORP | 5.7M | $245M | 1.1% | $50.99 | -15.15% | 3 qtrssince 2019-Q1 | Increased 59 |
Epoch Investment Partners, Inc. manages $22B across 275 positions as of Q3 2019. Top holdings: MSFT (4.0%), GOOG (2.2%), KO (1.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 17 new positions, 27 exits, 86 increased. Top move: META (INCREASED, conviction 77). Portfolio: $22.0B across 275 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