Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q4 2022
Top Holdings418 positions
Microsoft Corp. | 1.8M | $425.4M | 2.5% | $135.85 | +71.32% | 16 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 512,296 | $271.6M | 1.6% | $260.94 | +88.62% | 16 qtrssince 2019-Q1 | Increased 54 |
Broadcom Inc | 456,965 | $255.5M | 1.5% | $25.17 | +111.21% | 16 qtrssince 2019-Q1 | Decreased 0 |
AbbVie Inc. | 1.4M | $220.7M | 1.3% | $62.42 | +126.61% | 16 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 702,855 | $217.1M | 1.3% | $297.85 | +3.71% | 6 qtrssince 2021-Q3 | Increased 65 |
Chevron Corp. | 1.2M | $216.8M | 1.3% | $100.63 | +54.30% | 16 qtrssince 2019-Q1 | Increased 62 |
International Business Machines Corp. | 1.5M | $215M | 1.3% | $100.93 | +22.61% | 16 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.6M | $212.9M | 1.3% | $109.91 | +16.14% | 16 qtrssince 2019-Q1 | Increased 49 |
JPMorgan Chase & Co. | 1.5M | $207.7M | 1.2% | $94.65 | +29.74% | 11 qtrssince 2020-Q2 | Increased 50 |
RAYTHEON TECHNOLOGIES CORP | 2M | $205M | 1.2% | $73.06 | +27.72% | 11 qtrssince 2020-Q2 | Increased 50 |
NextEra Energy Inc | 2.3M | $195.5M | 1.2% | $66.29 | +13.10% | 9 qtrssince 2020-Q4 | Decreased 0 |
| 596,608 | $194.6M | 1.2% | $165.66 | +191.99% | 16 qtrssince 2019-Q1 | Decreased 0 | |
BK OF AMERICA CORP | 5.8M | $192M | 1.1% | $27.85 | +8.18% | 16 qtrssince 2019-Q1 | Increased 66 |
Cisco Systems, Inc. | 4M | $191.4M | 1.1% | $44.15 | -2.57% | 16 qtrssince 2019-Q1 | Decreased 0 |
Analog Devices Inc. | 1.2M | $189.3M | 1.1% | $115.43 | +34.10% | 16 qtrssince 2019-Q1 | Decreased 0 |
METLIFE INC | 2.6M | $185.3M | 1.1% | $35.95 | +79.62% | 16 qtrssince 2019-Q1 | Decreased 0 |
COCA COLA EUROPEAN PARTNERS | 3.2M | $176.1M | 1.1% | $44.08 | +15.22% | 16 qtrssince 2019-Q1 | Increased 48 |
KLA Corp. | 449,087 | $169.3M | 1.0% | $16.20 | +125.11% | 16 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 1.2M | $168.6M | 1.0% | $105.48 | +26.20% | 11 qtrssince 2020-Q2 | Decreased 0 |
Texas Instruments Inc. | 1M | $166.2M | 1.0% | $95.94 | +54.63% | 16 qtrssince 2019-Q1 | Increased 43 |
Epoch Investment Partners, Inc. manages $16.8B across 418 positions as of Q4 2022. Top holdings: MSFT (2.5%), UNH (1.6%), AVGO (1.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 19 new positions, 30 exits, 162 increased. Top move: BAC (INCREASED, conviction 66). Portfolio: $16.8B across 418 positions.
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Portfolio allocation by GICS sector
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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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