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
$6.41B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$67.3M
3
+$66.3M
4
MCD icon
McDonald's
MCD
+$60.9M
5
QCOM icon
Qualcomm
QCOM
+$48.7M

Top Sells

1
+$178M
2
+$84.8M
3
+$56.6M
4
LMT icon
Lockheed Martin
LMT
+$46.4M
5
WFC icon
Wells Fargo
WFC
+$46.1M

Sector Composition

1 Energy 13.54%
2 Technology 12.11%
3 Healthcare 10.68%
4 Consumer Staples 10.49%
5 Financials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$80K ﹤0.01%
+1,100
277
$77K ﹤0.01%
685
278
$64K ﹤0.01%
1,215
279
$63K ﹤0.01%
1,704
+32
280
$60K ﹤0.01%
1,374
-50,052
281
$56K ﹤0.01%
733
282
$55K ﹤0.01%
5,643
283
$51K ﹤0.01%
769
284
$46K ﹤0.01%
2,719
-500
285
$46K ﹤0.01%
707
286
$43K ﹤0.01%
1,081
287
$42K ﹤0.01%
7,801
-884,224
288
$39K ﹤0.01%
286
289
$37K ﹤0.01%
350
290
$36K ﹤0.01%
1,265
291
$35K ﹤0.01%
1,090
292
$34K ﹤0.01%
775
293
$34K ﹤0.01%
308
294
$34K ﹤0.01%
1,829
295
$33K ﹤0.01%
538
296
$32K ﹤0.01%
873
297
$32K ﹤0.01%
903
-60,826
298
$32K ﹤0.01%
5,763
299
$31K ﹤0.01%
1,561
-77,578
300
$31K ﹤0.01%
2,263
-259,580
10 11
12
13 14