Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q4 2019
Top Holdings289 positions
Microsoft Corp. | 5.9M | $936.2M | 4.0% | $110.12 | +35.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 1.8M | $537.1M | 2.3% | $216.28 | +20.87% | 4 qtrssince 2019-Q1 | Increased 56 |
Alphabet Inc. | 365,480 | $488.7M | 2.1% | $58.12 | +13.95% | 4 qtrssince 2019-Q1 | Decreased 0 |
Coca-Cola Co (The) | 7.6M | $418.8M | 1.8% | $40.28 | +12.14% | 4 qtrssince 2019-Q1 | Increased 53 |
PFIZER INC | 10.1M | $395.7M | 1.7% | $27.67 | -3.82% | 4 qtrssince 2019-Q1 | Increased 50 |
Merck & Co., Inc | 4.2M | $382M | 1.6% | $63.26 | +11.15% | 4 qtrssince 2019-Q1 | Decreased 0 |
METLIFE INC | 6.9M | $349.5M | 1.5% | $33.36 | +22.32% | 4 qtrssince 2019-Q1 | Decreased 0 |
CENTENE CORP DEL | 5.5M | $343.9M | 1.5% | $50.99 | +23.31% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 1.5M | $327.5M | 1.4% | $160.16 | +21.17% | 4 qtrssince 2019-Q1 | Decreased 0 | |
Meta Platforms Inc | 1.5M | $306.2M | 1.3% | $173.55 | +17.14% | 4 qtrssince 2019-Q1 | Increased 50 |
Danaher Corporation | 2M | $304.6M | 1.3% | $113.63 | +16.18% | 4 qtrssince 2019-Q1 | Decreased 0 |
Amgen Inc. | 1.2M | $299.4M | 1.3% | $157.80 | +24.46% | 4 qtrssince 2019-Q1 | Increased 55 |
BOEING CO | 883,659 | $287.9M | 1.2% | $367.69 | -11.75% | 4 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 903,376 | $285.5M | 1.2% | $25.01 | +8.09% | 4 qtrssince 2019-Q1 | Increased 49 |
CHARTER COMMUNICATIONS INC N | 573,998 | $278.4M | 1.2% | $452.35 | +6.79% | 2 qtrssince 2019-Q3 | Increased 78 |
PHILLIPS 66 | 2.4M | $272.1M | 1.2% | $72.09 | +19.51% | 4 qtrssince 2019-Q1 | Decreased 0 |
DUKE ENERGY CORP NEW | 3M | $269.7M | 1.2% | $68.09 | +4.13% | 4 qtrssince 2019-Q1 | Decreased 0 |
MGM RESORTS INTERNATIONAL | 7.9M | $262.8M | 1.1% | $26.78 | +23.39% | 4 qtrssince 2019-Q1 | Increased 48 |
VERIZON COMMUNICATIONS INC | 4.2M | $258.3M | 1.1% | $38.16 | +7.12% | 4 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 1.3M | $246.8M | 1.1% | $148.12 | +20.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $23.2B across 289 positions as of Q4 2019. Top holdings: MSFT (4.0%), UNH (2.3%), GOOG (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 31 new positions, 17 exits, 116 increased. Top move: CHTR (INCREASED, conviction 78). Portfolio: $23.2B across 289 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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