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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
$6.41B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$67.3M
3
+$66.3M
4
MCD icon
McDonald's
MCD
+$60.9M
5
QCOM icon
Qualcomm
QCOM
+$48.7M

Top Sells

1
+$178M
2
+$84.8M
3
+$56.6M
4
LMT icon
Lockheed Martin
LMT
+$46.4M
5
WFC icon
Wells Fargo
WFC
+$46.1M

Sector Composition

1 Energy 13.54%
2 Technology 12.11%
3 Healthcare 10.68%
4 Consumer Staples 10.49%
5 Financials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$106K ﹤0.01%
+1,000
227
$105K ﹤0.01%
+4,200
228
$103K ﹤0.01%
+5,000
229
$102K ﹤0.01%
2,274
230
$102K ﹤0.01%
+900
231
$100K ﹤0.01%
13,515
-42,220
232
$100K ﹤0.01%
+813
233
$100K ﹤0.01%
+3,000
234
$99K ﹤0.01%
+1,700
235
$97K ﹤0.01%
+1,400
236
$97K ﹤0.01%
+1,800
237
$97K ﹤0.01%
+1,000
238
$96K ﹤0.01%
+2,000
239
$96K ﹤0.01%
+3,400
240
$95K ﹤0.01%
+6,000
241
$95K ﹤0.01%
+2,000
242
$94K ﹤0.01%
+2,400
243
$94K ﹤0.01%
+1,700
244
$93K ﹤0.01%
+1,000
245
$93K ﹤0.01%
+7,274
246
$93K ﹤0.01%
+1,400
247
$93K ﹤0.01%
+900
248
$92K ﹤0.01%
+4,000
249
$92K ﹤0.01%
+1,500
250
$92K ﹤0.01%
+1,900
8 9
10
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