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
$7.29B
AUM Growth
+$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$88.7M
2
+$58.2M
3
+$55.6M
4
AAPL icon
Apple
AAPL
+$50.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$46.2M

Top Sells

1
+$70.9M
2
+$48.4M
3
+$45M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$39.3M
5
MCD icon
McDonald's
MCD
+$34.7M

Sector Composition

1 Healthcare 14.95%
2 Financials 13.58%
3 Consumer Staples 11.43%
4 Technology 9.85%
5 Utilities 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$69K ﹤0.01%
1,000
277
$63K ﹤0.01%
2,701
-19,895
278
$56K ﹤0.01%
4,206
279
$56K ﹤0.01%
1,704
280
$52K ﹤0.01%
1,692
-54,363
281
$49K ﹤0.01%
1,215
282
$48K ﹤0.01%
+256
283
$48K ﹤0.01%
733
284
$40K ﹤0.01%
+1,530
285
$38K ﹤0.01%
+638
286
$38K ﹤0.01%
6,502
287
$38K ﹤0.01%
968
288
$37K ﹤0.01%
350
289
$37K ﹤0.01%
769
290
$37K ﹤0.01%
1,629
291
$36K ﹤0.01%
5,763
292
$36K ﹤0.01%
707
293
$35K ﹤0.01%
1,218
-4,440
294
$34K ﹤0.01%
3,800
295
$33K ﹤0.01%
1,032
-19
296
$32K ﹤0.01%
1,829
297
$30K ﹤0.01%
286
298
$29K ﹤0.01%
308
299
$28K ﹤0.01%
681
300
$27K ﹤0.01%
739
10 11
12
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