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
$2.25B
AUM Growth
-$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$9.33M
2 +$7.8M
3 +$7.72M
4
XOM icon
Exxon Mobil
XOM
+$6.84M
5
AFL icon
Aflac
AFL
+$6.16M

Top Sells

1 +$55.8M
2 +$44.8M
3 +$30.4M
4
C icon
Citigroup
C
+$30.1M
5
SIVB
SVB Financial Group
SIVB
+$25.7M

Sector Composition

1 Technology 18.73%
2 Healthcare 14.19%
3 Financials 13.31%
4 Consumer Staples 10.98%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$7K ﹤0.01%
72
302
$7K ﹤0.01%
26
303
$5K ﹤0.01%
41
-95
304
-443
305
-11,872
306
-165,457
307
-239
308
-32
309
-31
310
-41,384
311
-6,316
312
-2,359
313
-324
314
-3,631
315
-1,471
316
-1,502
317
-372
318
-24
319
-35,980
320
-1,282
321
-199
322
-1,335
323
-572
324
-247
325
-73,673