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
$6.57B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1 +$58M
2 +$41.5M
3 +$32.5M
4
PAYX icon
Paychex
PAYX
+$26.6M
5
PFE icon
Pfizer
PFE
+$25.7M

Top Sells

1 +$52M
2 +$36.1M
3 +$31.2M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$27.8M
5
MET icon
MetLife
MET
+$27M

Sector Composition

1 Technology 13.26%
2 Consumer Staples 12.5%
3 Healthcare 11.75%
4 Energy 10.78%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$86K ﹤0.01%
7,274
252
$86K ﹤0.01%
3,400
253
$85K ﹤0.01%
3,300
254
$85K ﹤0.01%
3,200
255
$85K ﹤0.01%
2,600
256
$85K ﹤0.01%
3,700
257
$84K ﹤0.01%
3,800
258
$84K ﹤0.01%
8,500
259
$82K ﹤0.01%
3,800
260
$82K ﹤0.01%
2,317
261
$82K ﹤0.01%
1,400
262
$81K ﹤0.01%
1,500
263
$81K ﹤0.01%
685
264
$80K ﹤0.01%
813
265
$80K ﹤0.01%
2,600
266
$79K ﹤0.01%
3,500
267
$78K ﹤0.01%
1,000
268
$77K ﹤0.01%
900
269
$77K ﹤0.01%
4,800
270
$77K ﹤0.01%
3,500
271
$76K ﹤0.01%
900
272
$75K ﹤0.01%
+1,738
273
$75K ﹤0.01%
2,700
274
$73K ﹤0.01%
2,100
275
$73K ﹤0.01%
1,100