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
$2.65B
AUM Growth
-$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.92M
3
+$6M
4
WMT icon
Walmart
WMT
+$3.01M
5
NRG icon
NRG Energy
NRG
+$2.77M

Top Sells

1
+$90.4M
2
+$77.3M
3
+$50.4M
4
AAPL icon
Apple
AAPL
+$36.7M
5
JPM icon
JPMorgan Chase
JPM
+$34.4M

Sector Composition

1 Technology 17.63%
2 Financials 16.57%
3 Healthcare 13.68%
4 Consumer Staples 10.2%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77K ﹤0.01%
6,316
227
$65K ﹤0.01%
1,387
-474
228
$63K ﹤0.01%
860
229
$59K ﹤0.01%
324
-265
230
$54K ﹤0.01%
185
+57
231
$50K ﹤0.01%
645
+361
232
$44K ﹤0.01%
1,471
233
$44K ﹤0.01%
459
+338
234
$44K ﹤0.01%
292
+45
235
$43K ﹤0.01%
578
-769
236
$43K ﹤0.01%
173
+54
237
$42K ﹤0.01%
1,142
+400
238
$39K ﹤0.01%
469
-137
239
$38K ﹤0.01%
32
240
$38K ﹤0.01%
810
241
$38K ﹤0.01%
191
242
$35K ﹤0.01%
247
243
$32K ﹤0.01%
64
+36
244
$30K ﹤0.01%
348
-99
245
$29K ﹤0.01%
+243
246
$28K ﹤0.01%
1,244
-64,940
247
$27K ﹤0.01%
+333
248
$26K ﹤0.01%
200
+95
249
$26K ﹤0.01%
239
250
$25K ﹤0.01%
+115
8 9
10
11 12