Epoch Investment Partners, Inc. Portfolio Holdings

Epoch Investment Partners, Inc.

  • $19.4 Billion
  • Q4 2024

Epoch Investment Partners, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $19.4 Billion distributed in 616 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $570M, Meta Platforms, Inc. with a value of $499M, Microsoft Corp with a value of $491M, Jpmorgan Chase & CO with a value of $411M, and Unitedhealth Group Inc with a value of $361M.

Examining the 13F form we can see an decrease of $2.26B in the current position value, from $21.7B to 19.4B.

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 $19.4 Billion
Technology: $4.41 Billion
Healthcare: $2.94 Billion
Financial Services: $2.77 Billion
Industrials: $2.59 Billion
Consumer Cyclical: $2.37 Billion
Communication Services: $1.27 Billion
Consumer Defensive: $1.1 Billion
Energy: $610 Million
Other: $1.34 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.8B
$123 Million 0.63% of portfolio
3,309,547
Q4 2024 Added 5.28%
$1.51B
$40.9 Million 0.21% of portfolio
1,101,273
Q4 2024 Reduced 7.54%
$1.51B
$34.4 Million 0.18% of portfolio
570,154
Q4 2024 Reduced 46.65%
$898M
$3.38 Million 0.02% of portfolio
208,278
Q4 2024 Added 5.23%
$1.26B
$3.33 Million 0.02% of portfolio
65,216
Q4 2024 Added 50.78%
$558M
$3.04 Million 0.02% of portfolio
52,993
Q4 2024 Added 0.53%
$1.11B
$2.33 Million 0.01% of portfolio
60,266
Q4 2024 Reduced 53.11%
$597M
$1.12 Million 0.01% of portfolio
47,498
Q4 2024 Added 67.55%
$713M
$1.33 Million 0.01% of portfolio
57,322
Q4 2024 Reduced 37.46%
$1.74B
$2.86 Million 0.01% of portfolio
36,289
Q3 2024 Reduced 5.27%
$1.45B
$1.25 Million 0.01% of portfolio
120,844
Q4 2024 New
$1.26B
$2.18 Million 0.01% of portfolio
140,097
Q4 2024 Reduced 18.81%
$830M
$546,000 0.0% of portfolio
56,683
Q4 2024 New
$1.19B
$777,000 0.0% of portfolio
105,805
Q4 2024 Reduced 46.62%
$1.19B
$954,000 0.0% of portfolio
84,779
Q3 2024 Reduced 34.55%
$1.81B
$455,000 0.0% of portfolio
11,098
Q4 2024 Reduced 77.32%

Summary

  • Portfolio
  • No. of Stocks 616
  • Current Value $19.4 Billion
  • Prior Value $21.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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