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
$6.41B
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
251
$91K ﹤0.01%
+2,600
252
$91K ﹤0.01%
+900
253
$90K ﹤0.01%
+3,200
254
$90K ﹤0.01%
+8,500
255
$89K ﹤0.01%
+2,100
256
$88K ﹤0.01%
+3,300
257
$88K ﹤0.01%
+3,700
258
$88K ﹤0.01%
+1,100
259
$88K ﹤0.01%
+3,500
260
$87K ﹤0.01%
+3,800
261
$87K ﹤0.01%
+3,700
262
$85K ﹤0.01%
+3,400
263
$84K ﹤0.01%
+3,500
264
$84K ﹤0.01%
+2,600
265
$84K ﹤0.01%
+900
266
$84K ﹤0.01%
+3,800
267
$84K ﹤0.01%
2,317
268
$84K ﹤0.01%
+2,700
269
$83K ﹤0.01%
+1,000
270
$83K ﹤0.01%
+1,900
271
$83K ﹤0.01%
+2,000
272
$82K ﹤0.01%
+2,400
273
$82K ﹤0.01%
+2,500
274
$82K ﹤0.01%
+1,400
275
$82K ﹤0.01%
+4,800
9 10
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