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
$6.71B
AUM Growth
+$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$65M
2 +$61.5M
3 +$59.1M
4
VTRS icon
Viatris
VTRS
+$58.4M
5
GG
Goldcorp Inc
GG
+$51.2M

Top Sells

1 +$68.3M
2 +$63.8M
3 +$60.4M
4
BDX icon
Becton Dickinson
BDX
+$59.9M
5
CLX icon
Clorox
CLX
+$49.2M

Sector Composition

1 Consumer Staples 17.34%
2 Healthcare 13.69%
3 Utilities 10.69%
4 Communication Services 10.36%
5 Technology 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$246K ﹤0.01%
5,586
227
$245K ﹤0.01%
+4,782
228
$234K ﹤0.01%
12,714
229
$230K ﹤0.01%
5,312
230
$229K ﹤0.01%
7,771
231
$226K ﹤0.01%
+18,414
232
$222K ﹤0.01%
1,455
-16
233
$204K ﹤0.01%
+6,158
234
$187K ﹤0.01%
2,730
-5
235
$184K ﹤0.01%
+15,441
236
$177K ﹤0.01%
5,364
237
$173K ﹤0.01%
3,040
238
$168K ﹤0.01%
10,077
239
$162K ﹤0.01%
+7,066
240
$159K ﹤0.01%
2,300
241
$156K ﹤0.01%
10,105
242
$152K ﹤0.01%
4,800
243
$149K ﹤0.01%
2,696
244
$148K ﹤0.01%
5,658
-2,741
245
$146K ﹤0.01%
+2,055
246
$141K ﹤0.01%
900
247
$135K ﹤0.01%
16,570
248
$135K ﹤0.01%
5,024
+958
249
$132K ﹤0.01%
1,500
250
$128K ﹤0.01%
279