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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 $19,282,293,589
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Meta Platforms Inc.
 META 801,916 $462,192,306 2.4%
2.
Microsoft Corp
 MSFT 1,160,313 $435,569,897 2.26%
3.
Jpmorgan Chase & Co
 JPM 1,597,329 $391,824,803 2.03%
4.
Unitedhealth Group Inc
 UNH 609,231 $319,084,737 1.65%
5.
Paychex Inc
 PAYX 1,841,132 $284,049,845 1.47%
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)