Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q4 2020
Top Holdings325 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.1M | $911.1M | 4.2% | $110.82 | +91.94% | 8 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.1M | $491.5M | 2.3% | $23.95 | +63.33% | 8 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 3.1M | $423.4M | 1.9% | $106.67 | +20.70% | 3 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.4M | $394.2M | 1.8% | $182.36 | +48.05% | 8 qtrssince 2019-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 3M | $332.4M | 1.5% | $54.79 | +82.77% | 8 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL C | 172,859 | $302.8M | 1.4% | $58.23 | +48.26% | 8 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2.1M | $300.3M | 1.4% | $35.16 | +27.70% | 8 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 3.7M | $299.5M | 1.4% | $63.52 | +3.29% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 83,383 | $271.6M | 1.2% | $99.40 | +65.28% | 8 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 4.6M | $269.1M | 1.2% | $40.04 | +5.78% | 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% | $220.35 | +44.31% | 8 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 894,118 | $259.8M | 1.2% | — | — | — | — |
ELECTRONIC ARTS INC | 1.8M | $259.7M | 1.2% | $106.52 | +29.84% | 8 qtrssince 2019-Q1 | Increased 58 |
HOME DEPOT INC | 924,540 | $245.6M | 1.1% | $169.63 | +38.44% | 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 CORP | 912,036 | $236.1M | 1.1% | $15.63 | +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 Rating: 2.5/5.0.
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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Portfolio allocation by GICS sector
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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