Epoch Investment Partners, Inc.

Q1 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
278
Total value ($000)
$19,282,294
Net value change ($000)
-1,354,881 (-6.6%)
New positions
18
Sold out positions
21
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/13/2025 Next filing: 8/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MKL 77,262 62.0%
CVS 67,362 125.6%
URI 54,555 234.5%
MRSH 53,941 44.2%
KVUE 48,058 71.8%
PYPL 46,103 NEW
MCHP 43,595 NEW
LNTH 35,548 NEW
GPK 33,425 10511.0%
YUM 32,928 17.3%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -295,359 -51.8%
ANET -132,229 -51.8%
DECK -108,133 -53.3%
AAPL -101,663 -30.0%
GDDY -87,391 -94.2%
V -85,369 -24.3%
CRM -77,576 -25.1%
JCI -75,136 -93.2%
NTAP -56,186 -26.8%
MSFT -55,698 -11.3%
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