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
276
$94K ﹤0.01%
3,500
277
$94K ﹤0.01%
8,616
278
$90K ﹤0.01%
3,200
279
$89K ﹤0.01%
5,322
280
$88K ﹤0.01%
1,700
281
$87K ﹤0.01%
3,300
282
$86K ﹤0.01%
1,400
283
$86K ﹤0.01%
4,800
284
$80K ﹤0.01%
900
285
$78K ﹤0.01%
3,400
286
$77K ﹤0.01%
7,148
-283,286
287
$77K ﹤0.01%
1,400
288
$73K ﹤0.01%
685
289
$71K ﹤0.01%
1,100
290
$67K ﹤0.01%
6,502
291
$63K ﹤0.01%
1,000
292
$62K ﹤0.01%
3,700
293
$61K ﹤0.01%
7,274
294
$59K ﹤0.01%
1,738
295
$59K ﹤0.01%
3,000
296
$56K ﹤0.01%
4,122
297
$56K ﹤0.01%
1,704
298
$53K ﹤0.01%
4,206
299
$51K ﹤0.01%
1,900
300
$49K ﹤0.01%
1,215