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
301
$48K ﹤0.01%
733
302
$47K ﹤0.01%
4,396
303
$44K ﹤0.01%
350
304
$42K ﹤0.01%
10,742
305
$40K ﹤0.01%
286
-145
306
$40K ﹤0.01%
968
307
$39K ﹤0.01%
769
308
$37K ﹤0.01%
1,629
309
$34K ﹤0.01%
286
310
$32K ﹤0.01%
516
-252
311
$32K ﹤0.01%
707
312
$32K ﹤0.01%
1,829
313
$32K ﹤0.01%
185
314
$31K ﹤0.01%
234
-114
315
$31K ﹤0.01%
461
316
$30K ﹤0.01%
1,100
317
$30K ﹤0.01%
3,370
318
$30K ﹤0.01%
681
319
$29K ﹤0.01%
228
-124
320
$29K ﹤0.01%
538
321
$28K ﹤0.01%
3,737
-489,256
322
$27K ﹤0.01%
1,051
323
$26K ﹤0.01%
5,763
324
$26K ﹤0.01%
1,134
325
$25K ﹤0.01%
255
-124