Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc.
Epoch Investment Partners is an investment management company that was established in 2004 in New York City. The company focuses on locating unvalued companies or other missed opportunities, looking for strong management, financial transparency, and consistency in its investment decisions and believing that the “growth of free cash flow, and the intelligent use of that cash flow, represent the best predictor of long-term shareholder return.” Epoch Investment Partners utilizes a free cash flow generation model with an emphasis on portfolio risk management. The company utilizes earnings, dividends and P/E multiples as its primary determinants for returns on equities, although the latter indicator is not as useful as it was in the past due to low stock interest rates. Epoch Investment Partners provides its services to a variety of clients around the world including corporations, foundations, public funds, endowments, high net worth individuals, investment entities, state and municipal government agencies, charities, and pension and profit sharing plans. The company’s investment teams contains experienced investment professionals that average over two decades of experience, emphasizing a “rigorous investment criteria and research, combined with an integrated risk management process and a robust infrastructure” to conduct its operations. Epoch Investment Partners utilizes a fundamental analysis to create and manage its portfolios and keeps the majority of its research in house. Through its research, the company invests in public equity and value stocks on a global basis and the three main sectors that it has current assets vested in include the financial, services, and technology sectors, which together make up over half of its total assets. Epoch Investment Partners provides a variety of products and services including managing separate equity strategies, mutual funds, and variable annuities. The company is currently an acting subsidiary of TD Bank US Holdings and has approximately $43 billion in total assets under management. Some of the strategies that Epoch Investment Partners offers include Global Choice, U.S. All Cap Value, Global Absolute Return, and International Small Cap.
Holdings MV
1.00B
Last Updated
2026-01-26
Total Holdings
20
Tracker Performance
Epoch Investment Partners, Inc.
0%
S&P 500
0%
Total Return
+15.83%
Annualized Return
+28.65%
1 Day Change
+0.09%
Sharpe Ratio
2.00
Trade Updates
2026-01-26
Ticker
Name
01/26
Sell
5.83%
Fill Price --
5.65%
Ticker
Name
01/26
Sell
4.08%
Fill Price --
3.80%
Ticker
Name
01/26
Sell
4.59%
Fill Price --
4.40%
Ticker
Name
01/26
Sell
5.96%
Fill Price --
5.79%
Ticker
Name
01/26
Sell
6.44%
Fill Price --
6.20%
Ticker
Name
01/26
Sell
5.00%
Fill Price --
4.68%
Ticker
Name
01/26
Sell
5.76%
Fill Price --
5.56%
Ticker
Name
01/26
Sell
4.76%
Fill Price --
4.58%
Ticker
Name
01/26
Sell
5.41%
Fill Price --
5.23%
Ticker
Name
01/26
Sell
3.69%
Fill Price --
0.00%
Ticker
Name
01/26
Sell
4.79%
Fill Price --
4.68%
Ticker
Name
01/26
Sell
4.79%
Fill Price --
4.68%
Ticker
Name
01/26
Sell
6.00%
Fill Price --
5.56%
Ticker
Name
01/26
Sell
4.39%
Fill Price --
4.35%
Ticker
Name
01/26
Sell
3.79%
Fill Price --
3.70%
Ticker
Name
01/26
Sell
3.92%
Fill Price --
3.75%
Ticker
Name
01/26
Sell
4.47%
Fill Price --
4.17%
Ticker
Name
01/26
Sell
5.56%
Fill Price --
5.51%
Ticker
Name
01/26
Buy
0.00%
Fill Price --
3.61%
Ticker
Name
01/26
Buy
6.36%
Fill Price --
9.70%
Current Holdings
Electronics
28.04%
Medical Biology
25.51%
Banks
13.94%
Computer
10.19%
Defense
5.56%
Communication Equipment
4.58%
Commerce
4.39%
Non-Bank Financials
4.17%
Other
3.61%
Leisure Services
0.00%
Internet & Media
0.00%
Utilities
0.00%
Mining
0.00%
Food & Beverages
0.00%
Symbol
P&L %
Position Size
Ticker
Name
+87.60%
5.56%
Ticker
Name
+50.37%
5.79%
Ticker
Name
+48.97%
3.70%
Ticker
Name
+45.04%
4.68%
Ticker
Name
+28.51%
4.40%
Ticker
Name
+20.61%
4.35%
Ticker
Name
+18.82%
4.39%
Ticker
Name
+18.39%
5.65%
Ticker
Name
+15.31%
6.20%
Ticker
Name
+15.07%
3.80%
Ticker
Name
+13.09%
4.58%
Ticker
Name
+12.91%
9.70%
Ticker
Name
+10.33%
4.68%
Ticker
Name
+4.52%
5.23%
Ticker
Name
+3.89%
5.56%
Ticker
Name
+2.91%
3.61%
Ticker
Name
+0.88%
3.75%
Ticker
Name
-0.53%
4.68%
Ticker
Name
-2.99%
5.51%
Ticker
Name
-5.47%
4.17%
Disclaimer
This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.