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Home > Institutional Investor > Epoch Investment Partners, Inc. > Profile

Instuitional Investor - Epoch Investment Partners, Inc.

Fund Profile
Filing Period:
Fund Name: Epoch Investment Partners, Inc.
Portfolio Value $20,637,175,411
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 2,458,665 $570,016,894 2.76%
2.
Meta Platforms Inc.
 META 846,392 $495,570,980 2.4%
3.
Microsoft Corp
 MSFT 1,165,523 $491,267,945 2.38%
4.
Jpmorgan Chase & Co
 JPM 1,715,909 $411,320,547 1.99%
5.
Unitedhealth Group Inc
 UNH 712,724 $360,538,562 1.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)