Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q3 2020
Top Holdings297 positions
Microsoft Corp. | 4.8M | $1B | 5.1% | $110.12 | +81.64% | 7 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 1.7M | $447.3M | 2.2% | $183.26 | +41.56% | 7 qtrssince 2019-Q1 | Increased 55 |
Broadcom Inc | 1.2M | $432.3M | 2.2% | $23.75 | +36.11% | 7 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co., Inc | 4.9M | $408.4M | 2.0% | $62.59 | +4.89% | 7 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 1.2M | $375.3M | 1.9% | $216.28 | +29.83% | 7 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 3.2M | $368.4M | 1.8% | $104.75 | +3.80% | 2 qtrssince 2020-Q2 | Increased 79 |
Amazon.com, Inc. | 95,462 | $300.6M | 1.5% | $99.42 | +58.35% | 7 qtrssince 2019-Q1 | Increased 53 |
Walmart Inc | 2.1M | $296.6M | 1.5% | $34.59 | +24.71% | 7 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 201,585 | $296.2M | 1.5% | $58.12 | +25.25% | 7 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corporation | 1.2M | $264.2M | 1.3% | $113.63 | +60.92% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 1.1M | $255.4M | 1.3% | $162.97 | +34.89% | 7 qtrssince 2019-Q1 | Increased 51 | |
VERIZON COMMUNICATIONS INC | 4.2M | $248.8M | 1.2% | $37.88 | +7.98% | 7 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc. | 891,326 | $247.5M | 1.2% | $163.78 | +46.13% | 7 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 545,285 | $240.8M | 1.2% | $356.28 | +21.91% | 2 qtrssince 2020-Q2 | Decreased 0 |
KLA Corp. | 1.2M | $239.5M | 1.2% | $15.61 | +16.73% | 7 qtrssince 2019-Q1 | Decreased 0 |
Amgen Inc. | 899,579 | $228.6M | 1.1% | $157.80 | +33.93% | 7 qtrssince 2019-Q1 | Decreased 0 |
DOLLAR TREE INC | 2.4M | $222.9M | 1.1% | $84.05 | +6.92% | 4 qtrssince 2019-Q4 | Decreased 0 |
Northrop Grumman Corporation | 674,011 | $212.6M | 1.1% | $287.61 | +3.67% | 2 qtrssince 2020-Q2 | Increased 67 |
BK OF AMERICA CORP | 8.8M | $210.9M | 1.1% | $22.02 | -5.18% | 7 qtrssince 2019-Q1 | Increased 54 |
Apple Inc. | 1.7M | $199.9M | 1.0% | $76.92 | +45.91% | 7 qtrssince 2019-Q1 | Increased 69 |
Epoch Investment Partners, Inc. manages $20.1B across 297 positions as of Q3 2020. Top holdings: MSFT (5.1%), META (2.2%), AVGO (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 31 new positions, 19 exits, 77 increased. Top move: TMUS (INCREASED, conviction 79). Portfolio: $20.1B across 297 positions.
Top holdings by portfolio weight
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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