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
351
$11K ﹤0.01%
396
352
$11K ﹤0.01%
105
353
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214
354
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38
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42
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102
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358
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122
359
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124
+26
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$11K ﹤0.01%
84
361
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69
362
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363
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$10K ﹤0.01%
2,240
365
$10K ﹤0.01%
58
366
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228
367
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125
368
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138
369
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358
370
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250
371
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85
372
$10K ﹤0.01%
596
+134
373
$10K ﹤0.01%
78
374
$9K ﹤0.01%
323
375
$9K ﹤0.01%
66