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
$7.46B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1 +$125M
2 +$33.1M
3 +$31.9M
4
BA icon
Boeing
BA
+$30.3M
5
DFS
Discover Financial Services
DFS
+$24M

Top Sells

1 +$63.5M
2 +$53M
3 +$46M
4
ACN icon
Accenture
ACN
+$45.6M
5
XEL icon
Xcel Energy
XEL
+$39.4M

Sector Composition

1 Financials 16.15%
2 Healthcare 11.98%
3 Technology 9.53%
4 Consumer Staples 7.66%
5 Energy 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$14K ﹤0.01%
152
327
$14K ﹤0.01%
96
328
$14K ﹤0.01%
176
329
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94
330
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88
331
$14K ﹤0.01%
708
332
$13K ﹤0.01%
209
333
$13K ﹤0.01%
200
334
$13K ﹤0.01%
227
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$13K ﹤0.01%
56
336
$13K ﹤0.01%
365
337
$13K ﹤0.01%
480
338
$13K ﹤0.01%
40
339
$13K ﹤0.01%
1,127
340
$13K ﹤0.01%
182
341
$12K ﹤0.01%
132
342
$12K ﹤0.01%
84
343
$12K ﹤0.01%
269
344
$12K ﹤0.01%
50
345
$12K ﹤0.01%
45
346
$12K ﹤0.01%
104
347
$12K ﹤0.01%
366
348
$12K ﹤0.01%
17
349
$12K ﹤0.01%
24
350
$11K ﹤0.01%
165