Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q4 2024
Top Holdings281 positions
Broadcom Inc | 2.5M | $570M | 2.8% | $40.66 | +461.99% | 24 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 846,392 | $495.6M | 2.4% | $236.25 | +146.42% | 24 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 1.2M | $491.3M | 2.4% | $211.99 | +96.13% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 1.7M | $411.3M | 2.0% | $123.58 | +87.30% | 19 qtrssince 2020-Q2 | Decreased 0 |
UnitedHealth Group Inc. | 712,724 | $360.5M | 1.7% | $376.96 | +28.43% | 24 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 1.1M | $350.9M | 1.7% | $237.57 | +31.30% | 24 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.4M | $338.7M | 1.6% | $169.02 | +47.09% | 24 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE COM INC | 925,791 | $309.5M | 1.5% | $233.93 | +41.27% | 13 qtrssince 2021-Q4 | Increased 58 |
PAYCHEX INC | 1.9M | $263M | 1.3% | $98.43 | +33.57% | 24 qtrssince 2019-Q1 | Increased 50 |
Union Pacific Corporation | 1.2M | $262.8M | 1.3% | $210.10 | +4.43% | 24 qtrssince 2019-Q1 | Increased 53 |
AMERIPRISE FINL INC | 484,182 | $257.8M | 1.2% | $349.23 | +49.08% | 12 qtrssince 2022-Q1 | Increased 50 |
Arista Networks Inc | 2.3M | $255.2M | 1.2% | $110.53 | 0.00% | 1 qtr | New 70 |
LPL FINL HLDGS INC | 725,572 | $236.9M | 1.1% | $208.79 | +55.42% | 18 qtrssince 2020-Q3 | Increased 50 |
AMERICAN EXPRESS CO | 794,530 | $235.8M | 1.1% | $159.63 | +82.45% | 24 qtrssince 2019-Q1 | Decreased 0 |
Zoetis Inc. | 1.4M | $232.4M | 1.1% | $173.11 | -8.55% | 24 qtrssince 2019-Q1 | Decreased 0 |
HCA HEALTHCARE INC | 756,510 | $227.1M | 1.1% | $288.78 | +2.61% | 7 qtrssince 2023-Q2 | Increased 55 |
Amazon.com, Inc. | 1M | $226M | 1.1% | $142.78 | +53.66% | 24 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 235,754 | $216M | 1.0% | $400.32 | +126.70% | 24 qtrssince 2019-Q1 | Increased 49 |
NETAPP INC | 1.8M | $209.4M | 1.0% | $68.72 | +63.41% | 12 qtrssince 2022-Q1 | Increased 48 |
NVIDIA Corp. | 1.5M | $205.2M | 1.0% | $118.53 | +13.00% | 15 qtrssince 2021-Q2 | Increased 45 |
Epoch Investment Partners, Inc. manages $20.6B across 281 positions as of Q4 2024. Top holdings: AVGO (2.8%), META (2.4%), MSFT (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 27 new positions, 115 exits, 91 increased. Top move: ANET (NEW, conviction 70). Portfolio: $20.6B across 281 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
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