Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q3 2022
Top Holdings429 positions
MICROSOFT CORP | 2M | $464.7M | 3.0% | $135.85 | +65.91% | 15 qtrssince 2019-Q1 | Increased 57 |
BROADCOM INC | 524,448 | $232.9M | 1.5% | $25.17 | +66.33% | 15 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 460,857 | $232.8M | 1.5% | $235.13 | +98.78% | 15 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.6M | $222.7M | 1.5% | $109.61 | +23.66% | 15 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 1.5M | $198.5M | 1.3% | $62.42 | +86.30% | 15 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC | 2M | $196.5M | 1.3% | $71.75 | +32.74% | 15 qtrssince 2019-Q1 | Increased 78 |
NEXTERA ENERGY INC | 2.4M | $186.5M | 1.2% | $66.29 | +5.55% | 8 qtrssince 2020-Q4 | Increased 50 |
INTERNATIONAL BUSINESS MACHS | 1.6M | $185.8M | 1.2% | $100.93 | +2.18% | 15 qtrssince 2019-Q1 | Increased 48 |
METLIFE INC | 3M | $180.1M | 1.2% | $35.95 | +49.83% | 15 qtrssince 2019-Q1 | Increased 48 |
| 644,966 | $173.9M | 1.1% | $165.66 | +55.94% | 15 qtrssince 2019-Q1 | Decreased 0 | |
T-MOBILE US INC | 1.2M | $166.4M | 1.1% | $105.48 | +20.94% | 10 qtrssince 2020-Q2 | Decreased 0 |
ANALOG DEVICES INC | 1.2M | $165.1M | 1.1% | $115.43 | +13.41% | 15 qtrssince 2019-Q1 | Increased 48 |
MERCK & CO INC | 1.9M | $165M | 1.1% | $63.89 | +19.74% | 15 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYS INC | 4.1M | $164.7M | 1.1% | $44.15 | -18.94% | 15 qtrssince 2019-Q1 | Decreased 0 |
RTX CORPORATION | 1.9M | $159.2M | 1.0% | $72.15 | +4.29% | 10 qtrssince 2020-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 1.5M | $157.3M | 1.0% | $93.83 | +1.08% | 10 qtrssince 2020-Q2 | Increased 50 |
AMAZON COM INC | 1.4M | $154.2M | 1.0% | $126.33 | -10.55% | 15 qtrssince 2019-Q1 | Increased 55 |
TEXAS INSTRS INC | 992,670 | $153.6M | 1.0% | $95.23 | +44.80% | 15 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 1.9M | $151.5M | 1.0% | $93.22 | -24.09% | 15 qtrssince 2019-Q1 | Increased 44 |
TAIWAN SEMICONDUCTOR MFG LTD | 2.1M | $145.6M | 1.0% | $64.76 | -0.32% | 15 qtrssince 2019-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $15.3B across 429 positions as of Q3 2022. Top holdings: MSFT (3.0%), AVGO (1.5%), UNH (1.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 17 new positions, 22 exits, 138 increased. Top move: GOOG (INCREASED, conviction 78). Portfolio: $15.3B across 429 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR