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
$7.81B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1 +$95.7M
2 +$90.7M
3 +$75.7M
4
HPE icon
Hewlett Packard
HPE
+$72.3M
5
CVX icon
Chevron
CVX
+$71.2M

Top Sells

1 +$176M
2 +$113M
3 +$88.4M
4
APC
Anadarko Petroleum
APC
+$77.6M
5
LLY icon
Eli Lilly
LLY
+$72.6M

Sector Composition

1 Healthcare 17.52%
2 Technology 14.53%
3 Financials 12.46%
4 Communication Services 8.37%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$67K ﹤0.01%
1,366
+294
252
$66K ﹤0.01%
23,557
253
$64K ﹤0.01%
1,209
-3,441
254
$61K ﹤0.01%
+21,086
255
$57K ﹤0.01%
733
256
$54K ﹤0.01%
1,215
257
$53K ﹤0.01%
13,286
+2,480
258
$53K ﹤0.01%
1,007
-2,993
259
$47K ﹤0.01%
3,579
-2,405
260
$46K ﹤0.01%
707
261
$44K ﹤0.01%
1,629
262
$42K ﹤0.01%
3,495
263
$41K ﹤0.01%
926
-13
264
$41K ﹤0.01%
1,704
265
$39K ﹤0.01%
769
266
$39K ﹤0.01%
970
267
$38K ﹤0.01%
681
268
$36K ﹤0.01%
1,265
269
$36K ﹤0.01%
5,763
270
$35K ﹤0.01%
1,559
271
$34K ﹤0.01%
185
272
$32K ﹤0.01%
7,056
-10,474
273
$32K ﹤0.01%
1,263
274
$31K ﹤0.01%
350
275
$29K ﹤0.01%
873