Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001305841

Epoch Investment Partners, Inc.

New York, NY · File #028-10968

Latest AUM
$17.60B
Positions
592
Top-10 Concentration
31.9%
Filings
12

Sector Allocation

Technology
21.9%$3.86B
Healthcare
13.6%$2.40B
Industrials
8.3%$1.46B
Financials
5.5%$973.6M
Energy
4.1%$717.7M
Consumer Staples
2.6%$462.5M
Utilities
1.4%$242.4M
Materials
1.2%$211.7M
Real Estate
0.6%$100.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPORATIONNVDA2,123,326$396.0M4.65%
2MICROSOFT CORPMSFT653,366$316.0M3.71%
3META PLATFORMS INCMETA463,101$305.7M3.59%
4APPLE INCAAPL1,085,762$295.2M3.47%
5BROADCOM INCAVGO850,395$294.3M3.46%
6ALPHABET INCGOOG771,151$241.4M2.84%
7ABBVIE INCABBV1,010,674$230.9M2.71%
8APPLIED MATLS INC038222105838,528$215.5M2.53%
9REGENERON PHARMACEUTICALSREGN278,085$214.6M2.52%
10HCA HEALTHCARE INCHCA448,615$209.4M2.46%
11JPMORGAN CHASE & CO.VYLD633,823$204.2M2.40%
12UBER TECHNOLOGIES INCUBER2,435,664$199.0M2.34%
13MONSTER BEVERAGE CORP NEWMNST2,426,435$186.0M2.19%
14ACCENTURE PLC IRELANDACN684,597$183.7M2.16%
15BOOKING HOLDINGS INCBKNG33,587$179.9M2.11%
16ULTA BEAUTY INCULTA288,836$174.7M2.05%
17QUALCOMM INCQCOM1,017,796$174.1M2.05%
18AMERICAN EXPRESS COAXP461,116$170.6M2.00%
19EMCOR GROUP INCEME276,966$169.4M1.99%
20FABRINETFN370,267$168.6M1.98%