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
301
$27K ﹤0.01%
19
302
$26K ﹤0.01%
1,559
303
$25K ﹤0.01%
1,214
304
$24K ﹤0.01%
3,095
305
$24K ﹤0.01%
1,134
306
$24K ﹤0.01%
196
307
$24K ﹤0.01%
538
308
$23K ﹤0.01%
1,265
309
$21K ﹤0.01%
508
310
$21K ﹤0.01%
1,263
311
$20K ﹤0.01%
675
312
$20K ﹤0.01%
1,100
313
$20K ﹤0.01%
3,495
314
$19K ﹤0.01%
186
315
$19K ﹤0.01%
+138
316
$19K ﹤0.01%
1,241
317
$16K ﹤0.01%
1,071
318
$16K ﹤0.01%
+106
319
$15K ﹤0.01%
545
320
$15K ﹤0.01%
+141
321
$15K ﹤0.01%
708
322
$14K ﹤0.01%
480
323
$12K ﹤0.01%
+332
324
$11K ﹤0.01%
1,016
325
$11K ﹤0.01%
+279
11 12
13
14 15