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
$2.65B
AUM Growth
-$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.92M
3
+$6M
4
WMT icon
Walmart
WMT
+$3.01M
5
NRG icon
NRG Energy
NRG
+$2.77M

Top Sells

1
+$90.4M
2
+$77.3M
3
+$50.4M
4
AAPL icon
Apple
AAPL
+$36.7M
5
JPM icon
JPMorgan Chase
JPM
+$34.4M

Sector Composition

1 Technology 17.63%
2 Financials 16.57%
3 Healthcare 13.68%
4 Consumer Staples 10.2%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K ﹤0.01%
+136
277
$14K ﹤0.01%
154
-143
278
$14K ﹤0.01%
117
279
$13K ﹤0.01%
250
280
$13K ﹤0.01%
132
281
$13K ﹤0.01%
61
+13
282
$12K ﹤0.01%
210
283
$12K ﹤0.01%
117
284
$12K ﹤0.01%
84
285
$12K ﹤0.01%
613
-32,225
286
$12K ﹤0.01%
120
287
$11K ﹤0.01%
375
-1,620
288
$11K ﹤0.01%
10
289
$11K ﹤0.01%
100
290
$10K ﹤0.01%
55
-48
291
$10K ﹤0.01%
237
-19,527
292
$10K ﹤0.01%
323
293
$10K ﹤0.01%
34
294
$10K ﹤0.01%
44
295
$10K ﹤0.01%
42
+11
296
$10K ﹤0.01%
107
-60
297
$10K ﹤0.01%
61
298
$9K ﹤0.01%
41
299
$9K ﹤0.01%
67
-38
300
$9K ﹤0.01%
85
10 11
12
13 14