Epoch Investment Partners, Inc. Q4 2022 Filing

Filed February 13, 2023

Portfolio Value

$16.8B

Holdings

418

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (418 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,773,802$425.4B2536.27%
2
UNHUNITEDHEALTH GROUP INC
512,296$271.6B1619.38%
3
AVGOBROADCOM INC
456,965$255.5B1523.35%
4
ABBVABBVIE INC
1,365,496$220.7B1315.71%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
702,855$217.1B1294.46%
6
CVXCHEVRON CORP NEW
1,207,824$216.8B1292.55%
7
IBMINTERNATIONAL BUSINESS MACHS
1,525,974$215.0B1281.83%
8
AAPLAPPLE INC
1,638,595$212.9B1269.36%
9
JPMJPMORGAN CHASE & CO
1,549,132$207.7B1238.57%
10
RTXRAYTHEON TECHNOLOGIES CORP
2,031,637$205.0B1222.44%
11
NEENEXTERA ENERGY INC
2,339,024$195.5B1165.85%
12
LINLINDE PLC
596,608$194.6B1160.24%
13
BACBANK AMERICA CORP
5,797,179$192.0B1144.75%
14
CSCOCISCO SYS INC
4,018,101$191.4B1141.29%
15
ADIANALOG DEVICES INC
1,153,893$189.3B1128.47%
16
METMETLIFE INC
2,559,880$185.3B1104.54%
17
CCEPCOCA-COLA EUROPACIFIC PARTNE
3,184,085$176.1B1050.20%
18
KLACKLA CORP
449,087$169.3B1009.50%
19
TMUST-MOBILE US INC
1,203,991$168.6B1004.98%
20
TXNTEXAS INSTRS INC
1,006,201$166.2B991.18%
21
CVSCVS HEALTH CORP
1,753,244$163.4B974.12%
22
KEYKEYCORP
8,903,911$155.1B924.76%
23
MRKMERCK & CO INC
1,379,585$153.1B912.60%
24
AEPAMERICAN ELEC PWR CO INC
1,593,529$151.3B902.11%
25
JNJJOHNSON & JOHNSON
840,129$148.4B884.83%
26
LLYLILLY ELI & CO
405,253$148.3B883.93%
27
4I1PHILIP MORRIS INTL INC
1,439,192$145.7B868.45%
28
CNCCENTENE CORP DEL
1,757,796$144.2B859.48%
29
GOOGALPHABET INC
1,619,970$143.7B857.00%
30
EMREMERSON ELEC CO
1,492,689$143.4B854.90%
31
MDTMEDTRONIC PLC
1,813,461$140.9B840.31%
32
CMICUMMINS INC
561,494$136.0B811.12%
33
PFEPFIZER INC
2,555,556$130.9B780.72%
34
IRMIRON MTN INC DEL
2,624,390$130.8B780.00%
35
QSRRESTAURANT BRANDS INTL INC
1,977,257$127.9B762.37%
36
HDHOME DEPOT INC
399,668$126.2B752.65%
37
WMTWALMART INC
858,971$121.8B726.14%
38
APDAIR PRODS & CHEMS INC
387,747$119.5B712.63%
39
AZNASTRAZENECA PLC
1,752,490$118.8B708.41%
40
USBUS BANCORP DEL
2,597,356$113.3B675.33%
41
TMOTHERMO FISHER SCIENTIFIC INC
191,959$105.7B630.25%
42
MRNAMODERNA INC
582,306$104.6B623.61%
43
EVRGEVERGY INC
1,655,930$104.2B621.30%
44
METAMETA PLATFORMS INC
862,072$103.7B618.52%
45
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,363,307$101.6B605.47%
46
EPDENTERPRISE PRODS PARTNERS L
4,181,533$100.9B601.33%
47
MSMMSC INDL DIRECT INC
1,232,630$100.7B600.42%
48
TAT&T INC
5,377,503$99.0B590.25%
49
HASHASBRO INC
1,604,624$97.9B583.68%
50
LYBLYONDELLBASELL INDUSTRIES N
1,178,054$97.8B583.18%
51
VRTXVERTEX PHARMACEUTICALS INC
337,199$97.4B580.57%
52
ETNEATON CORP PLC
594,312$93.3B556.12%
53
UPSUNITED PARCEL SERVICE INC
532,157$92.5B551.55%
54
LM03LIBERTY MEDIA CORP DEL
2,272,266$89.3B532.55%
55
TFCTRUIST FINL CORP
2,062,125$88.7B529.03%
56
KOCOCA COLA CO
1,360,224$86.5B515.86%
57
ETRENTERGY CORP NEW
746,369$84.0B500.62%
58
OREALTY INCOME CORP
1,323,006$83.9B500.33%
59
WPCWP CAREY INC
1,053,341$82.3B490.79%
60
LAZLAZARD LTD
2,366,162$82.0B489.10%
61
DOWDOW INC
1,614,898$81.4B485.16%
62
LMTLOCKHEED MARTIN CORP
167,107$81.3B484.69%
63
COLBCOLUMBIA BKG SYS INC
2,680,592$80.8B481.54%
64
SBUXSTARBUCKS CORP
801,322$79.5B473.93%
65
OMCOMNICOM GROUP INC
973,157$79.4B473.27%
66
DEDEERE & CO
184,597$79.1B471.89%
67
CRMSALESFORCE INC
590,427$78.3B466.75%
68
BACVERIZON COMMUNICATIONS INC
1,967,177$77.5B462.10%
69
HUMHUMANA INC
150,775$77.2B460.43%
70
CMCSACOMCAST CORP NEW
2,208,329$77.2B460.42%
71
NTRNUTRIEN LTD
1,054,988$77.0B459.35%
72
PNCPNC FINL SVCS GROUP INC
478,900$75.6B450.96%
73
MTNVAIL RESORTS INC
317,233$75.6B450.81%
74
COSTCOSTCO WHSL CORP NEW
165,349$75.5B450.03%
75
GILDGILEAD SCIENCES INC
865,939$74.3B443.23%
76
WEAWESTERN ALLIANCE BANCORP
1,246,924$74.3B442.78%
77
TRVTRAVELERS COMPANIES INC
391,272$73.4B437.37%
78
GOOGLALPHABET INC
826,637$72.9B434.84%
79
WECWEC ENERGY GROUP INC
767,510$72.0B429.05%
80
BRK-BBERKSHIRE HATHAWAY INC DEL
151$70.8B421.98%
81
UHSUNIVERSAL HLTH SVCS INC
491,615$69.3B412.96%
82
NINISOURCE INC
2,467,773$67.7B403.43%
83
YUMYUM BRANDS INC
527,131$67.5B402.53%
84
VVISA INC
324,224$67.4B401.60%
85
HONHONEYWELL INTL INC
308,040$66.0B393.57%
86
PAYXPAYCHEX INC
561,809$64.9B387.07%
87
NTAPNETAPP INC
1,078,635$64.8B386.24%
88
DHRDANAHER CORPORATION
239,983$63.7B379.76%
89
ADPAUTOMATIC DATA PROCESSING IN
259,592$62.0B369.68%
90
BIIBBIOGEN INC
221,601$61.4B365.87%
91
AMATAPPLIED MATLS INC
623,807$60.7B362.17%
92
LEGLEGGETT & PLATT INC
1,883,683$60.7B361.97%
93
REEVEREST RE GROUP LTD
180,338$59.7B356.18%
94
DWDMORGAN STANLEY
694,670$59.1B352.13%
95
MNSTMONSTER BEVERAGE CORP NEW
576,331$58.5B348.87%
96
AXPAMERICAN EXPRESS CO
393,354$58.1B346.51%
97
CASYCASEYS GEN STORES INC
255,097$57.2B341.22%
98
DUKDUKE ENERGY CORP NEW
553,591$57.0B339.92%
99
SNPSSYNOPSYS INC
176,527$56.4B336.05%
100
AJGGALLAGHER ARTHUR J & CO
298,218$56.2B335.22%
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