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
$8.02B
AUM Growth
-$746M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$85M
3
+$62.3M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$51.6M
5
MO icon
Altria Group
MO
+$45.9M

Top Sells

1
+$64.9M
2
+$53.6M
3
+$52.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$46.4M
5
M icon
Macy's
M
+$42.3M

Sector Composition

1 Healthcare 16.84%
2 Technology 12.87%
3 Utilities 9.07%
4 Consumer Staples 9.03%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
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