Epoch Investment Partners, Inc.

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
281
Total value ($000)
$20,637,175
Net value change ($000)
-1,690,225 (-7.6%)
New positions
27
Sold out positions
115
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/13/2024 Next filing: 5/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ANET 255,160 NEW
LRCX 125,112 NEW
CRM 99,077 47.1%
LPLA 74,058 45.5%
KVUE 66,916 NEW
BIPC 65,062 NEW
BEPC 62,295 NEW
DVA 55,100 NEW
SB 49,498 582.5%
BLK 42,008 NEW
Top Reduces (Value $000, Stocks/ETFs)
ANET -215,832 -100.0%
LRCX -135,619 -100.0%
MSFT -102,887 -17.3%
UNH -96,535 -21.1%
HII -79,978 -100.0%
CVS -79,634 -59.8%
ZTS -77,530 -25.0%
AMT -76,564 -86.5%
TMO -75,758 -49.7%
LLY -74,205 -34.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type