Fund HoldingsEpoch Investment Partners, Inc.

Total Portfolio Value
$21.96B
Total Bought
$7.32B
Total Sold
$1.50B
Net Transaction
+$5.82B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)02,083,876+2,083,8760783,6213.57%+783,621
APPLE INC(AAPL)02,930,624+2,930,6240564,2332.57%+564,233
VISA INC(V)01,517,938+1,517,9380395,1951.80%+395,195
UNITEDHEALTH GROUP INC(UNH)544,586911,314+366,728274,575479,7792.18%+205,205
AMAZON COM INC(AMZN)811,1281,925,866+1,114,738103,111292,6161.33%+189,505
ELI LILLY & CO(LLY)0570,541+570,5410332,5801.51%+332,580
MASTERCARD INCORPORATED(MA)0503,272+503,2720214,6510.98%+214,651
META PLATFORMS INC(META)01,041,091+1,041,0910368,5051.68%+368,505
BROADCOM INC(AVGO)0372,104+372,1040415,3611.89%+415,361
NVIDIA CORPORATION(NVDA)0270,347+270,3470133,8810.61%+133,881
ZOETIS INC(ZTS)0854,590+854,5900168,6700.77%+168,670
ALPHABET INC(GOOG)849,3181,486,141+636,823111,142207,5990.95%+96,457
YUM BRANDS INC(YUM)01,254,446+1,254,4460163,9060.75%+163,906
HCA HEALTHCARE INC(HCA)144,714457,401+312,68735,597123,8090.56%+88,213
EAGLE MATLS INC(EXP)0662,628+662,6280134,4070.61%+134,407
DECKERS OUTDOOR CORP(DECK)0216,709+216,7090144,8550.66%+144,855
ALPHABET INC(GOOG)1,396,6701,913,090+516,420184,151269,6121.23%+85,461
AMERIPRISE FINL INC(AMP)0382,232+382,2320145,1830.66%+145,183
UNION PAC CORP(UNP)0631,553+631,5530155,1220.71%+155,122
AMERICAN EXPRESS CO(AXP)0959,573+959,5730179,7660.82%+179,766
THERMO FISHER SCIENTIFIC INC(TMO)198,113343,971+145,858100,279182,5760.83%+82,298
QUALCOMM INC(QCOM)398,724852,698+453,97444,282123,3260.56%+79,043
LPL FINL HLDGS INC(LPLA)409,700774,297+364,59797,365176,2450.80%+78,880
VIPER ENERGY INC(VNOM)02,505,280+2,505,280078,6160.36%+78,616
KLA CORP(KLAC)0394,908+394,9080229,5601.05%+229,560
INTUITIVE SURGICAL INC0223,568+223,568075,4230.34%+75,423
ULTA BEAUTY INC(ULTA)0226,121+226,1210110,7970.50%+110,797
ADOBE INC(ADBE)95,802198,883+103,08148,849118,6540.54%+69,804
COPART INC(CPRT)01,773,555+1,773,555086,9040.40%+86,904
INTUIT(INTU)099,165+99,165061,9810.28%+61,981
MONSTER BEVERAGE CORP NEW(MNST)02,114,288+2,114,2880121,8040.55%+121,804
MEDPACE HLDGS INC(MEDP)0352,463+352,4630108,0400.49%+108,040
PACCAR INC(PCAR)496,3991,058,970+562,57142,204103,4080.47%+61,205
TREX CO INC(TREX)0938,544+938,544077,7020.35%+77,702
SYNOPSYS INC(SNPS)0120,516+120,516062,0550.28%+62,055
ETSY INC(ETSY)710,2241,309,510+599,28645,866106,1360.48%+60,270
NETAPP INC(NTAP)01,771,583+1,771,5830156,1830.71%+156,183
LAM RESEARCH CORP(LRCX)0144,279+144,2790113,0080.51%+113,008
FASTENAL CO(FAST)01,690,801+1,690,8010109,5130.50%+109,513
OREILLY AUTOMOTIVE INC(ORLY)082,128+82,128078,0280.36%+78,028
WATERS CORP(WAT)104,456259,691+155,23528,64385,4980.39%+56,855
HAMILTON LANE INC(HLNE)383,248799,351+416,10334,66190,6780.41%+56,017
CHIPOTLE MEXICAN GRILL INC(CMG)027,231+27,231062,2760.28%+62,276
IDEXX LABS INC(IDXX)0158,570+158,570088,0140.40%+88,014
GARMIN LTD(GRMN)0423,681+423,681054,4600.25%+54,460
BEST BUY INC(BBY)0686,128+686,128053,7100.24%+53,710
HEWLETT PACKARD ENTERPRISE C(HPE)03,026,124+3,026,124051,3840.23%+51,384
AMPHENOL CORP NEW0680,983+680,983067,5060.31%+67,506
SIMPSON MFG INC(SSD)0325,452+325,452064,4330.29%+64,433
ACCENTURE PLC IRELAND
SHS CLASS A
0254,956+254,956089,4670.41%+89,467
STARBUCKS CORP(SBUX)0957,281+957,281091,9090.42%+91,909
COSTCO WHSL CORP NEW(COST)182,081231,486+49,405102,868152,7990.70%+49,931
MONDELEZ INTL INC(MDLZ)0686,778+686,778049,7430.23%+49,743
HOME DEPOT INC(HD)0460,124+460,1240159,4560.73%+159,456
PAYCHEX INC(PAYX)01,281,178+1,281,1780152,6010.69%+152,601
ENCOMPASS HEALTH CORP(EHC)01,399,341+1,399,341093,3640.43%+93,364
ARISTA NETWORKS INC0707,459+707,4590166,6140.76%+166,614
CHEMED CORP NEW(CHE)0152,162+152,162088,9770.41%+88,977
WELLS FARGO CO NEW(WFC)02,085,511+2,085,5110102,6490.47%+102,649
MANHATTAN ASSOCIATES INC(MANH)0369,352+369,352079,5290.36%+79,529
DOMINOS PIZZA INC(DPZ)138,536234,692+96,15652,47696,7470.44%+44,271
POOL CORP(POOL)0123,419+123,419049,2080.22%+49,208
GRACO INC(GGG)0845,535+845,535073,3590.33%+73,359
ROLLINS INC(ROL)01,688,661+1,688,661073,7440.34%+73,744
APPLIED MATLS INC676,888840,804+163,91693,715136,2690.62%+42,554
JOHNSON CTLS INTL PLC
SHS
01,119,272+1,119,272064,5150.29%+64,515
VEEVA SYS INC(VEEV)0445,047+445,047085,6800.39%+85,680
TJX COS INC NEW(TJX)527,674931,200+403,52646,90087,3560.40%+40,456
DONALDSON INC(DCI)01,141,693+1,141,693074,6100.34%+74,610
METTLER TOLEDO INTERNATIONAL(MTD)057,641+57,641069,9160.32%+69,916
JONES LANG LASALLE INC(JLL)0193,240+193,240036,4970.17%+36,497
BOEING CO(BA)0237,626+237,626061,9400.28%+61,940
HENRY JACK & ASSOC INC(JKHY)0291,514+291,514047,6360.22%+47,636
VERISK ANALYTICS INC(VRSK)63,022205,110+142,08814,88848,9930.22%+34,104
SALESFORCE INC(CRM)0591,305+591,3050155,5960.71%+155,596
TORO CO0459,717+459,717044,1280.20%+44,128
TKO GROUP HOLDINGS INC(TKO)435,883852,609+416,72636,64069,5560.32%+32,916
WEST PHARMACEUTICAL SVSC INC(WST)0223,468+223,468078,6880.36%+78,688
UBER TECHNOLOGIES INC(UBER)797,6391,111,501+313,86236,68368,4350.31%+31,752
EPAM SYS INC(EPAM)39,677138,997+99,32010,14541,3290.19%+31,184
GODADDY INC(GDDY)184,115420,847+236,73213,71344,6770.20%+30,964
JPMORGAN CHASE & CO(JPM)01,409,962+1,409,9620239,8351.09%+239,835
AMPHASTAR PHARMACEUTICALS IN(AMPH)0592,530+592,530036,6480.17%+36,648
HUNTINGTON INGALLS INDS INC(HII)0250,469+250,469065,0320.30%+65,032
HALOZYME THERAPEUTICS INC(HALO)331,8341,163,033+831,19912,67642,9860.20%+30,310
BROOKFIELD INFRASTRUCTURE CO(BIPC)02,113,151+2,113,151074,5520.34%+74,552
AUTOMATIC DATA PROCESSING IN245,429381,400+135,97159,04588,8550.40%+29,809
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)0243,603+243,603039,2080.18%+39,208
CADENCE DESIGN SYSTEM INC(CDNS)0143,287+143,287039,0270.18%+39,027
HESS MIDSTREAM LP(HESM)980,9101,792,886+811,97628,57456,7090.26%+28,135
MARKEL GROUP INC(MKL)056,561+56,561080,3110.37%+80,311
CALIX INC(CALX)300,958944,350+643,39213,79641,2590.19%+27,463
BROOKFIELD RENEWABLE CORP(BEPC)02,083,864+2,083,864059,9940.27%+59,994
CELANESE CORP DEL(CE)160,370300,766+140,39620,13046,7300.21%+26,600
ELECTRONIC ARTS INC(EA)0357,425+357,425048,8990.22%+48,899
AGILENT TECHNOLOGIES INC(A)0340,427+340,427047,3300.22%+47,330
VERTEX PHARMACEUTICALS INC(VRTX)0358,916+358,9160146,0390.66%+146,039
PIONEER NAT RES CO133,731245,270+111,53930,69855,1560.25%+24,458
OCCIDENTAL PETE CORP(OXY)916,1471,399,569+483,42259,44083,5680.38%+24,129
BIOGEN INC(BIIB)0277,224+277,224071,7370.33%+71,737
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