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
276
$69K ﹤0.01%
900
277
$67K ﹤0.01%
813
278
$65K ﹤0.01%
733
279
$61K ﹤0.01%
2,317
-3,719
280
$60K ﹤0.01%
1,215
281
$59K ﹤0.01%
+431
282
$57K ﹤0.01%
3,800
283
$57K ﹤0.01%
4,396
284
$56K ﹤0.01%
1,704
285
$54K ﹤0.01%
12,170
286
$54K ﹤0.01%
19
287
$44K ﹤0.01%
769
288
$44K ﹤0.01%
185
289
$43K ﹤0.01%
+1,545
290
$43K ﹤0.01%
350
291
$43K ﹤0.01%
286
292
$42K ﹤0.01%
+352
293
$40K ﹤0.01%
+379
294
$40K ﹤0.01%
+348
295
$39K ﹤0.01%
+768
296
$37K ﹤0.01%
1,090
297
$36K ﹤0.01%
5,763
298
$35K ﹤0.01%
1,065
299
$35K ﹤0.01%
707
300
$32K ﹤0.01%
1,829
10 11
12
13 14