Epoch Investment Partners, Inc. Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$18.6B
Holdings
341
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (341 positions)
| Stock | Value |
|---|---|
AMTAMERICAN TOWER CORP NEW | $65.6M |
—WELLTOWER INC | $65.1M |
DUKDUKE ENERGY CORP NEW | $64.0M |
MTNVAIL RESORTS INC | $63.0M |
—WP CAREY INC | $62.5M |
FTNTFORTINET INC | $57.0M |
ESNTESSENT GROUP LTD | $56.4M |
NOCNORTHROP GRUMMAN CORP | $55.2M |
HONHONEYWELL INTL INC | $54.8M |
LPLALPL FINL HLDGS INC | $52.1M |
CVSCVS HEALTH CORP | $52.1M |
TPLTEXAS PACIFIC LAND CORPORATI | $51.3M |
WINGWINGSTOP INC | $51.3M |
PAYXPAYCHEX INC | $51.3M |
BMTABRITISH AMERN TOB PLC | $50.5M |
MUMICRON TECHNOLOGY INC | $49.5M |
AXAXOS FINANCIAL INC | $49.5M |
KKRKKR & CO INC | $48.1M |
MNSTMONSTER BEVERAGE CORP NEW | $47.6M |
EXPDEXPEDITORS INTL WASH INC | $47.5M |
BOXDROPBOX INC | $47.2M |
ADPAUTOMATIC DATA PROCESSING IN | $46.9M |
3M4MASIMO CORP | $46.6M |
NVRNVR INC | $46.5M |
DPZDOMINOS PIZZA INC | $45.9M |
SABRSABRE CORP | $44.8M |
MTDMETTLER TOLEDO INTERNATIONAL | $44.8M |
ZTSZOETIS INC | $44.6M |
VRTXVERTEX PHARMACEUTICALS INC | $44.5M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $44.1M |
MPWRMONOLITHIC PWR SYS INC | $43.6M |
FASTFASTENAL CO | $43.3M |
MEDPMEDPACE HLDGS INC | $42.4M |
WFCWELLS FARGO CO NEW | $42.4M |
INTUINTUIT | $42.0M |
—SYNEOS HEALTH INC | $41.6M |
GILDGILEAD SCIENCES INC | $41.3M |
TRVTRAVELERS COMPANIES INC | $41.3M |
AZPNUSDASPEN TECHNOLOGY INC | $40.1M |
VNDAVANDA PHARMACEUTICALS INC | $39.7M |
APAMARTISAN PARTNERS ASSET MGMT | $39.6M |
AFWALIGN TECHNOLOGY INC | $39.2M |
NSCNORFOLK SOUTHN CORP | $38.7M |
AXPAMERICAN EXPRESS CO | $38.5M |
CTXSEURCITRIX SYS INC | $38.4M |
MAMASTERCARD INCORPORATED | $37.8M |
MSCIMSCI INC | $37.3M |
UTXTREX CO INC | $37.2M |
DECKDECKERS OUTDOOR CORP | $37.1M |
BRKRBRUKER CORP | $36.7M |
—RYMAN HOSPITALITY PPTYS INC | $36.5M |
KMXCARMAX INC | $35.8M |
CMCSACOMCAST CORP NEW | $35.6M |
ACNACCENTURE PLC IRELAND | $35.3M |
XIFRNEXTERA ENERGY PARTNERS LP | $35.3M |
CPRTCOPART INC | $35.3M |
—IDEXX LABS INC | $34.7M |
AJGGALLAGHER ARTHUR J & CO | $34.6M |
CHECHEMED CORP NEW | $33.7M |
—SIGNATURE BK NEW YORK N Y | $33.5M |
JECUSDJACOBS ENGR GROUP INC | $33.3M |
MRSHMARSH & MCLENNAN COS INC | $32.5M |
SBUXSTARBUCKS CORP | $32.3M |
NSPINSPERITY INC | $31.9M |
VVISA INC | $31.8M |
VEEVVEEVA SYS INC | $31.6M |
EQHEQUITABLE HLDGS INC | $31.5M |
SLBSCHLUMBERGER LTD | $31.2M |
URIUNITED RENTALS INC | $30.9M |
UNPUNION PAC CORP | $30.8M |
AIGAMERICAN INTL GROUP INC | $29.7M |
COFCAPITAL ONE FINL CORP | $29.7M |
YUMCYUM CHINA HLDGS INC | $29.6M |
EXPOEXPONENT INC | $29.6M |
BKNGBOOKING HOLDINGS INC | $28.5M |
XOMEXXON MOBIL CORP | $27.8M |
—REXNORD CORP | $27.8M |
CLCOLGATE PALMOLIVE CO | $27.7M |
MIDDMIDDLEBY CORP | $27.2M |
OZKBANK OZK | $26.9M |
PCARPACCAR INC | $25.5M |
LWLAMB WESTON HLDGS INC | $25.4M |
INCYINCYTE CORP | $25.2M |
WTWWILLIS TOWERS WATSON PLC LTD | $25.0M |
USBUS BANCORP DEL | $24.9M |
ATHMAUTOHOME INC | $24.9M |
ISRGINTUITIVE SURGICAL INC | $24.8M |
LUVSOUTHWEST AIRLS CO | $24.2M |
JKHYHENRY JACK & ASSOC INC | $23.9M |
RSRELIANCE STEEL & ALUMINUM CO | $23.9M |
RSGREPUBLIC SVCS INC | $22.6M |
LGIHLGI HOMES INC | $21.9M |
PXDEURPIONEER NAT RES CO | $20.9M |
DCIDONALDSON INC | $20.9M |
AMCRAMCOR PLC | $20.7M |
YUMYUM BRANDS INC | $20.6M |
—WASTE MGMT INC DEL | $19.7M |
FANGDIAMONDBACK ENERGY INC | $19.6M |
ODFLOLD DOMINION FREIGHT LINE IN | $19.5M |
AAGILENT TECHNOLOGIES INC | $19.1M |