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
251
$23K ﹤0.01%
+1,559
252
$21K ﹤0.01%
+186
253
$21K ﹤0.01%
+508
254
$21K ﹤0.01%
+1,214
255
$20K ﹤0.01%
+196
256
$20K ﹤0.01%
+1,263
257
$18K ﹤0.01%
+185
258
$16K ﹤0.01%
+1,123
259
$16K ﹤0.01%
+450
260
$16K ﹤0.01%
+480
261
$15K ﹤0.01%
+3,495
262
$15K ﹤0.01%
+708
263
$14K ﹤0.01%
+488
264
$14K ﹤0.01%
+2,582
265
$12K ﹤0.01%
+1,241
266
$12K ﹤0.01%
+443
267
$11K ﹤0.01%
+728
268
$10K ﹤0.01%
+40
269
$10K ﹤0.01%
+630
270
$9K ﹤0.01%
+3,337
271
$7K ﹤0.01%
+766
272
$6K ﹤0.01%
+2,005
273
$4K ﹤0.01%
+540
274
$4K ﹤0.01%
+144
275
$2K ﹤0.01%
+683