Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q4 2020
Top Holdings325 positions
Microsoft Corp | 4.1M | $911.1M | 4.2% | $110.12 | +92.58% | 8 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 1.1M | $491.5M | 2.3% | $23.75 | +64.97% | 8 qtrssince 2019-Q1 | Decreased 0 |
T-Mobile US Inc | 3.1M | $423.4M | 1.9% | $104.75 | +22.40% | 3 qtrssince 2020-Q2 | Decreased 0 |
Facebook Inc | 1.4M | $394.2M | 1.8% | $183.26 | +47.64% | 8 qtrssince 2019-Q1 | Decreased 0 |
Taiwan Semiconductor Manufactu | 3M | $332.4M | 1.5% | $54.50 | +82.54% | 8 qtrssince 2019-Q1 | Increased 61 |
Alphabet Inc | 172,859 | $302.8M | 1.4% | $58.12 | +49.31% | 8 qtrssince 2019-Q1 | Decreased 0 |
Wal-Mart Stores Inc | 2.1M | $300.3M | 1.4% | $34.59 | +28.96% | 8 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co Inc | 3.7M | $299.5M | 1.4% | $62.59 | +4.25% | 8 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 83,383 | $271.6M | 1.2% | $99.42 | +63.80% | 8 qtrssince 2019-Q1 | Decreased 0 |
Verizon Communications Inc | 4.6M | $269.1M | 1.2% | $38.14 | +7.05% | 8 qtrssince 2019-Q1 | Increased 53 |
MetLife Inc | 5.7M | $266.3M | 1.2% | $34.04 | +15.80% | 8 qtrssince 2019-Q1 | Increased 55 |
UnitedHealth Group Inc | 751,992 | $263.7M | 1.2% | $216.28 | +46.55% | 8 qtrssince 2019-Q1 | Decreased 0 |
Arista Networks Inc | 894,118 | $259.8M | 1.2% | $14.95 | +21.50% | 8 qtrssince 2019-Q1 | Increased 50 |
Electronic Arts Inc | 1.8M | $259.7M | 1.2% | $106.52 | +29.84% | 8 qtrssince 2019-Q1 | Increased 58 |
Home Depot Inc/The | 924,540 | $245.6M | 1.1% | $166.17 | +38.51% | 8 qtrssince 2019-Q1 | Increased 50 |
Dollar Tree Inc | 2.2M | $237.6M | 1.1% | $84.05 | +28.25% | 5 qtrssince 2019-Q4 | Decreased 0 |
Morgan Stanley | 3.4M | $236.2M | 1.1% | $41.51 | +38.58% | 8 qtrssince 2019-Q1 | Increased 66 |
KLA-Tencor Corp | 912,036 | $236.1M | 1.1% | $15.61 | +56.60% | 8 qtrssince 2019-Q1 | Decreased 0 |
| 892,111 | $235.1M | 1.1% | $162.97 | +49.90% | 8 qtrssince 2019-Q1 | Decreased 0 | |
Texas Instruments Inc | 1.4M | $234.9M | 1.1% | $88.32 | +58.55% | 8 qtrssince 2019-Q1 | Increased 50 |
Epoch Investment Partners, Inc. manages $21.8B across 325 positions as of Q4 2020. Top holdings: MSFT (4.2%), AVGO (2.3%), TMUS (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 48 new positions, 20 exits, 125 increased. Top move: MS (INCREASED, conviction 66). Portfolio: $21.8B across 325 positions.
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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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