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
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