Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q3 2020
Top Holdings297 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.8M | $1B | 5.1% | $110.82 | +78.98% | 7 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.7M | $447.3M | 2.2% | $182.36 | +42.56% | 7 qtrssince 2019-Q1 | Increased 55 |
BROADCOM INC | 1.2M | $432.3M | 2.2% | $23.95 | +35.64% | 7 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 4.9M | $408.4M | 2.0% | $63.52 | +4.15% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.2M | $375.3M | 1.9% | $220.35 | +26.77% | 7 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 3.2M | $368.4M | 1.8% | $106.67 | +2.81% | 2 qtrssince 2020-Q2 | Increased 79 |
AMAZON.COM INC | 95,462 | $300.6M | 1.5% | $99.40 | +58.19% | 7 qtrssince 2019-Q1 | Increased 53 |
WALMART INC | 2.1M | $296.6M | 1.5% | $35.16 | +21.02% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 201,585 | $296.2M | 1.5% | $58.23 | +25.23% | 7 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 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% | $39.82 | +7.24% | 7 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 891,326 | $247.5M | 1.2% | $167.20 | +43.30% | 7 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 545,285 | $240.8M | 1.2% | $345.89 | +23.87% | 2 qtrssince 2020-Q2 | Decreased 0 |
KLA CORP | 1.2M | $239.5M | 1.2% | $15.63 | +16.73% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMGEN INC | 899,579 | $228.6M | 1.1% | $158.72 | +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 CORP | 674,011 | $212.6M | 1.1% | $287.61 | +3.67% | 2 qtrssince 2020-Q2 | Increased 67 |
BANK OF AMERICA CORP | 8.8M | $210.9M | 1.1% | $22.25 | -5.88% | 7 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 1.7M | $199.9M | 1.0% | $102.77 | +9.21% | 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 Rating: 2.5/5.0.
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