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
$6.3B
AUM Growth
-$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$90.6M
2
+$83.2M
3
+$53M
4
VZ icon
Verizon
VZ
+$47.2M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$46.1M

Top Sells

1
+$150M
2
+$93.1M
3
+$83M
4
LULU icon
lululemon athletica
LULU
+$50.9M
5
DE icon
Deere & Co
DE
+$47.8M

Sector Composition

1 Technology 13.77%
2 Healthcare 12.73%
3 Consumer Staples 12.68%
4 Communication Services 9.64%
5 Financials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$96K ﹤0.01%
1,000
252
$94K ﹤0.01%
1,000
253
$94K ﹤0.01%
2,164
254
$93K ﹤0.01%
6,502
-752,720
255
$91K ﹤0.01%
8,500
256
$89K ﹤0.01%
3,200
257
$89K ﹤0.01%
900
258
$88K ﹤0.01%
7,274
259
$88K ﹤0.01%
2,600
260
$86K ﹤0.01%
3,500
261
$85K ﹤0.01%
2,700
262
$83K ﹤0.01%
4,800
263
$82K ﹤0.01%
968
-115,681
264
$81K ﹤0.01%
9,216
-11,338
265
$80K ﹤0.01%
2,100
266
$80K ﹤0.01%
2,600
267
$80K ﹤0.01%
7,000
-4,965
268
$80K ﹤0.01%
1,900
269
$80K ﹤0.01%
3,500
270
$78K ﹤0.01%
13,515
271
$77K ﹤0.01%
2,390
272
$77K ﹤0.01%
1,400
273
$74K ﹤0.01%
3,100
274
$70K ﹤0.01%
1,000
275
$69K ﹤0.01%
900
9 10
11
12 13