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
326
$25K ﹤0.01%
1,214
327
$25K ﹤0.01%
1,559
328
$23K ﹤0.01%
6,501
329
$23K ﹤0.01%
508
330
$23K ﹤0.01%
308
331
$21K ﹤0.01%
3,800
332
$21K ﹤0.01%
750
333
$21K ﹤0.01%
196
334
$20K ﹤0.01%
258
-125
335
$20K ﹤0.01%
186
336
$20K ﹤0.01%
1,265
337
$19K ﹤0.01%
3,095
338
$19K ﹤0.01%
1,241
339
$18K ﹤0.01%
675
340
$18K ﹤0.01%
3,495
341
$18K ﹤0.01%
1,263
342
$16K ﹤0.01%
19
343
$16K ﹤0.01%
1,746
344
$15K ﹤0.01%
545
345
$15K ﹤0.01%
1,071
346
$14K ﹤0.01%
708
347
$14K ﹤0.01%
480
348
$14K ﹤0.01%
226
-123
349
$10K ﹤0.01%
2,263
350
$9K ﹤0.01%
40