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
$7.74B
AUM Growth
-$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$88M
2
+$86M
3
+$82.7M
4
JPM icon
JPMorgan Chase
JPM
+$79.3M
5
BAC icon
Bank of America
BAC
+$78.5M

Top Sells

1
+$116M
2
+$98.9M
3
+$83.9M
4
XOM icon
Exxon Mobil
XOM
+$74M
5
GM icon
General Motors
GM
+$54.3M

Sector Composition

1 Healthcare 15.75%
2 Technology 14.14%
3 Financials 11.8%
4 Communication Services 8.16%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$43K ﹤0.01%
2,600
252
$43K ﹤0.01%
707
253
$41K ﹤0.01%
1,704
254
$41K ﹤0.01%
1,629
255
$40K ﹤0.01%
939
-12
256
$39K ﹤0.01%
769
257
$38K ﹤0.01%
681
258
$37K ﹤0.01%
970
-63,700
259
$36K ﹤0.01%
3,495
260
$35K ﹤0.01%
350
261
$34K ﹤0.01%
1,265
262
$34K ﹤0.01%
1,263
263
$33K ﹤0.01%
5,763
264
$32K ﹤0.01%
1,559
265
$31K ﹤0.01%
709
-7
266
$31K ﹤0.01%
185
-793
267
$28K ﹤0.01%
508
268
$27K ﹤0.01%
873
269
$27K ﹤0.01%
186
270
$27K ﹤0.01%
1,241
271
$25K ﹤0.01%
1,100
272
$25K ﹤0.01%
1,214
273
$25K ﹤0.01%
1,829
274
$24K ﹤0.01%
3,023
-858
275
$24K ﹤0.01%
3,095
9 10
11
12 13