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
$6.71B
AUM Growth
+$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$65M
2 +$61.5M
3 +$59.1M
4
VTRS icon
Viatris
VTRS
+$58.4M
5
GG
Goldcorp Inc
GG
+$51.2M

Top Sells

1 +$68.3M
2 +$63.8M
3 +$60.4M
4
BDX icon
Becton Dickinson
BDX
+$59.9M
5
CLX icon
Clorox
CLX
+$49.2M

Sector Composition

1 Consumer Staples 17.34%
2 Healthcare 13.69%
3 Utilities 10.69%
4 Communication Services 10.36%
5 Technology 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$127K ﹤0.01%
3,800
252
$124K ﹤0.01%
3,400
253
$122K ﹤0.01%
2,600
254
$122K ﹤0.01%
1,400
255
$121K ﹤0.01%
2,600
256
$121K ﹤0.01%
15,757
257
$120K ﹤0.01%
5,300
258
$119K ﹤0.01%
1,832
259
$119K ﹤0.01%
5,500
260
$118K ﹤0.01%
4,200
261
$113K ﹤0.01%
5,649
-1,400
262
$111K ﹤0.01%
900
263
$110K ﹤0.01%
700
264
$108K ﹤0.01%
3,700
265
$107K ﹤0.01%
1,500
266
$107K ﹤0.01%
1,000
267
$105K ﹤0.01%
6,000
268
$105K ﹤0.01%
2,600
269
$105K ﹤0.01%
5,000
270
$104K ﹤0.01%
2,000
271
$103K ﹤0.01%
1,700
272
$98K ﹤0.01%
4,000
273
$97K ﹤0.01%
1,700
274
$96K ﹤0.01%
3,334
-35
275
$96K ﹤0.01%
2,400