Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q4 2023
Top Holdings411 positions
Microsoft Corp. | 2.1M | $783.6M | 3.6% | $207.46 | +77.47% | 20 qtrssince 2019-Q1 | Increased 78 |
Apple Inc. | 2.9M | $564.2M | 2.6% | $150.68 | +26.23% | 20 qtrssince 2019-Q1 | Increased 85 |
UnitedHealth Group Inc. | 911,314 | $479.8M | 2.2% | $365.46 | +35.74% | 20 qtrssince 2019-Q1 | Increased 79 |
Broadcom Inc | 372,104 | $415.4M | 1.9% | $35.13 | +208.99% | 20 qtrssince 2019-Q1 | Increased 55 |
Visa Inc | 1.5M | $395.2M | 1.8% | $237.52 | +7.37% | 20 qtrssince 2019-Q1 | Increased 79 |
Meta Platforms Inc | 1M | $368.5M | 1.7% | $236.25 | +48.40% | 20 qtrssince 2019-Q1 | Increased 66 |
Eli Lilly & Co. | 570,541 | $332.6M | 1.5% | $377.58 | +51.52% | 16 qtrssince 2020-Q1 | Increased 74 |
Amazon.com, Inc. | 1.9M | $292.6M | 1.3% | $141.34 | +7.50% | 20 qtrssince 2019-Q1 | Increased 79 |
Alphabet Inc. | 1.9M | $269.6M | 1.2% | $100.82 | +38.48% | 20 qtrssince 2019-Q1 | Increased 63 |
JPMorgan Chase & Co. | 1.4M | $239.8M | 1.1% | $95.95 | +67.19% | 15 qtrssince 2020-Q2 | Decreased 0 |
KLA Corp. | 394,908 | $229.6M | 1.0% | $22.54 | +152.51% | 20 qtrssince 2019-Q1 | Increased 57 |
COCA COLA EUROPEAN PARTNERS | 3.4M | $228M | 1.0% | $47.16 | +34.08% | 20 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp. | 1.4M | $215.7M | 1.0% | $110.17 | +21.73% | 20 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 503,272 | $214.7M | 1.0% | $384.51 | +9.12% | 20 qtrssince 2019-Q1 | Increased 70 |
Alphabet Inc. | 1.5M | $207.6M | 0.9% | $107.59 | +28.61% | 20 qtrssince 2019-Q1 | Increased 65 |
ASTRAZENECA PLC | 2.8M | $189.9M | 0.9% | $110.03 | +17.00% | 20 qtrssince 2019-Q1 | Increased 45 |
International Business Machines Corp. | 1.1M | $185.4M | 0.8% | $100.94 | +49.40% | 20 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 343,971 | $182.6M | 0.8% | $466.49 | +12.76% | 15 qtrssince 2020-Q2 | Increased 65 |
AMERICAN EXPRESS CO | 959,573 | $179.8M | 0.8% | $154.00 | +17.97% | 20 qtrssince 2019-Q1 | Increased 59 |
BK OF AMERICA CORP | 5.3M | $179.2M | 0.8% | $27.70 | +14.01% | 20 qtrssince 2019-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $22B across 411 positions as of Q4 2023. Top holdings: MSFT (3.6%), AAPL (2.6%), UNH (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 21 new positions, 30 exits, 182 increased. Top move: AAPL (INCREASED, conviction 85). Portfolio: $22.0B across 411 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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