H

Hexavest Portfolio holdings

AUM $1.64B
1-Year Est. Return 28.29%
This Quarter Est. Return
1 Year Est. Return
+28.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.87B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$140M
3
+$133M
4
MSFT icon
Microsoft
MSFT
+$131M
5
AAPL icon
Apple
AAPL
+$130M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.39%
2 Energy 11%
3 Healthcare 10.21%
4 Consumer Staples 8.85%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77K ﹤0.01%
+3,493
227
$63K ﹤0.01%
+1,215
228
$49K ﹤0.01%
+1,672
229
$48K ﹤0.01%
+769
230
$46K ﹤0.01%
+733
231
$41K ﹤0.01%
+3,400
232
$37K ﹤0.01%
+1,081
233
$36K ﹤0.01%
+5,763
234
$35K ﹤0.01%
+775
235
$34K ﹤0.01%
+707
236
$32K ﹤0.01%
+350
237
$32K ﹤0.01%
+9,378
238
$31K ﹤0.01%
+286
239
$30K ﹤0.01%
+8,532
240
$29K ﹤0.01%
+3,095
241
$28K ﹤0.01%
+308
242
$27K ﹤0.01%
+1,829
243
$27K ﹤0.01%
+681
244
$26K ﹤0.01%
+1,090
245
$26K ﹤0.01%
+1,265
246
$26K ﹤0.01%
+873
247
$26K ﹤0.01%
+1,134
248
$25K ﹤0.01%
+675
249
$25K ﹤0.01%
+1,629
250
$24K ﹤0.01%
+538
8 9
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