Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q4 2022
Top Holdings418 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $425.4M | 2.5% | $137.46 | +70.40% | 16 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 512,296 | $271.6M | 1.6% | $266.61 | +88.25% | 16 qtrssince 2019-Q1 | Increased 54 |
BROADCOM INC | 456,965 | $255.5M | 1.5% | $25.39 | +110.56% | 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-CL B | 702,855 | $217.1M | 1.3% | $299.08 | +3.28% | 6 qtrssince 2021-Q3 | Increased 65 |
CHEVRON CORP | 1.2M | $216.8M | 1.3% | $100.63 | +54.30% | 16 qtrssince 2019-Q1 | Increased 62 |
INTL 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% | $124.28 | +2.71% | 16 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 1.5M | $207.7M | 1.2% | $95.47 | +29.88% | 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% | — | — | — | — |
| 596,608 | $194.6M | 1.2% | $165.66 | +186.32% | 16 qtrssince 2019-Q1 | Decreased 0 | |
BANK OF AMERICA CORP | 5.8M | $192M | 1.1% | $28.53 | +7.29% | 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 EUROPACIFIC PARTNE | 3.2M | $176.1M | 1.1% | $44.08 | +15.22% | 16 qtrssince 2019-Q1 | Increased 48 |
KLA CORP | 449,087 | $169.3M | 1.0% | $16.22 | +125.11% | 16 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 1.2M | $168.6M | 1.0% | $107.45 | +25.87% | 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 Rating: 2.5/5.0.
Active quarter - 19 new positions, 30 exits, 162 increased. Top move: BAC (INCREASED, conviction 66). Portfolio: $16.8B across 418 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