Epoch Investment Partners, Inc. Portfolio Holdings

Epoch Investment Partners, Inc.

  • $21.7 Billion
  • Q3 2024

Epoch Investment Partners, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $21.7 Billion distributed in 818 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $594M, Broadcom Inc. with a value of $571M, Meta Platforms, Inc. with a value of $516M, Unitedhealth Group Inc with a value of $457M, and Jpmorgan Chase & CO with a value of $415M.

Examining the 13F form we can see an increase of $331M in the current position value, from $21.3B to 21.7B.

Epoch Investment Partners, Inc. is based out at New York, NY

Below you can find more details about Epoch Investment Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $21.7 Billion
Technology: $5.01 Billion
Healthcare: $3.65 Billion
Financial Services: $2.81 Billion
Industrials: $2.79 Billion
Consumer Cyclical: $2.51 Billion
Communication Services: $1.29 Billion
Consumer Defensive: $1.22 Billion
Utilities: $653 Million
Other: $1.73 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.2B
$325,000 0.0% of portfolio
3,886
Q3 2024 Reduced 0.89%
$75B
$627,000 0.0% of portfolio
2,293
Q3 2024 Reduced 2.51%
$15.3B
$190,000 0.0% of portfolio
1,571
Q3 2024 Reduced 22.27%
$101B
$237,000 0.0% of portfolio
3,343
Q2 2024 Reduced 98.14%
$17.6B
$458,000 0.0% of portfolio
10,909
Q2 2024 New
$61.7B
$1.04 Million 0.0% of portfolio
24,713
Q3 2024 Reduced 0.97%
$3.23B
$533,000 0.0% of portfolio
7,485
Q3 2024 Reduced 31.86%
$37.3B
$367,000 0.0% of portfolio
4,711
Q3 2024 Reduced 3.19%

Summary

  • Portfolio
  • No. of Stocks 818
  • Current Value $21.7 Billion
  • Prior Value $21.3 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 203 stocks
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