Investor Details
| Filer Name: | EPOCH INVESTMENT PARTNERS, INC. |
|---|---|
| CIK: | 1305841 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 281 |
| Portfolio Value: | $20.64B |
Epoch Investment Partners, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AVGO | US | BROADCOM INC | 2,458,665 | $570M | 2.76% | -25.7% | - |
| META | US | META PLATFORMS INC-CLASS A | 846,392 | $496M | 2.40% | -6.2% | - |
| MSFT | US | MICROSOFT CORP | 1,165,523 | $491M | 2.38% | -15.6% | - |
| JPM | US | JPMORGAN CHASE & CO | 1,715,909 | $411M | 1.99% | -12.9% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 712,724 | $361M | 1.75% | -8.8% | - |
| V | US | VISA INC-CLASS A SHARES | 1,110,225 | $351M | 1.70% | -5.1% | - |
| AAPL | US | APPLE INC | 1,352,422 | $339M | 1.64% | -18.3% | - |
| CRM | US | SALESFORCE INC | 925,791 | $310M | 1.50% | 20.4% | - |
| UNP | US | UNION PACIFIC CORP | 1,152,459 | $263M | 1.27% | 8.1% | - |
| PAYX | US | PAYCHEX INC | 1,875,661 | $263M | 1.27% | 2.7% | - |
| AMP | US | AMERIPRISE FINANCIAL INC | 484,182 | $258M | 1.25% | 3.3% | - |
| 040413205 | - | ARISTA NETWORKS INC | 2,308,517 | $255M | 1.24% | 100.0% | - |
| LPLA | US | LPL FINANCIAL HOLDINGS INC | 725,572 | $237M | 1.15% | 3.6% | - |
| AXP | US | AMERICAN EXPRESS CO | 794,530 | $236M | 1.14% | -14.9% | - |
| ZTS | US | ZOETIS INC | 1,426,227 | $232M | 1.13% | -10.1% | - |
| AMZN | US | AMAZON.COM INC | 1,030,128 | $226M | 1.10% | -5.6% | - |
| HCA | US | HCA HEALTHCARE INC | 756,510 | $227M | 1.10% | 14.1% | - |
| COST | US | COSTCO WHOLESALE CORP | 235,754 | $216M | 1.05% | 2.1% | - |
| NTAP | US | NETAPP INC | 1,804,295 | $209M | 1.01% | 0.0% | - |
| NVDA | US | NVIDIA CORP | 1,527,937 | $205M | 0.99% | 3.7% | - |