Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q4 2024
Top Holdings281 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BROADCOM INC | 2.5M | $570M | 2.8% | $156.55 | +49.14% | 24 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 846,392 | $495.6M | 2.4% | $236.15 | +149.58% | 24 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.2M | $491.3M | 2.4% | $213.78 | +97.26% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.7M | $411.3M | 2.0% | $124.65 | +87.18% | 19 qtrssince 2020-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 712,724 | $360.5M | 1.7% | $384.66 | +28.84% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.1M | $350.9M | 1.7% | $237.57 | +31.30% | 24 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.4M | $338.7M | 1.6% | $173.66 | +43.16% | 24 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 925,791 | $309.5M | 1.5% | $236.99 | +40.75% | 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 CORP | 1.2M | $262.8M | 1.3% | $213.27 | +4.32% | 24 qtrssince 2019-Q1 | Increased 53 |
AMERIPRISE FINANCIAL 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% | $93.33 | +19.41% | 24 qtrssince 2019-Q1 | Increased 78 |
LPL FINANCIAL HOLDINGS 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% | $160.31 | +83.09% | 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 HOLDINGS INC | 756,510 | $227.1M | 1.1% | $289.67 | +2.25% | 7 qtrssince 2023-Q2 | Increased 55 |
AMAZON.COM INC | 1M | $226M | 1.1% | $139.98 | +58.10% | 24 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 235,754 | $216M | 1.0% | $400.32 | +126.70% | 24 qtrssince 2019-Q1 | Increased 49 |
NETAPP INC | 1.8M | $209.4M | 1.0% | $69.20 | +64.20% | 12 qtrssince 2022-Q1 | Increased 48 |
NVIDIA CORP | 1.5M | $205.2M | 1.0% | $122.09 | +12.58% | 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 Rating: 2.5/5.0.
Active quarter - 25 new positions, 113 exits, 93 increased. Top move: ANET (INCREASED, conviction 78). Portfolio: $20.6B across 281 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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