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
$3.72B
AUM Growth
-$602M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$86.8M
2 +$40.5M
3 +$36.1M
4
USB icon
US Bancorp
USB
+$30.1M
5
XOM icon
Exxon Mobil
XOM
+$20.4M

Top Sells

1 +$103M
2 +$82.6M
3 +$65.7M
4
META icon
Meta Platforms (Facebook)
META
+$58.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.6M

Sector Composition

1 Technology 16.78%
2 Healthcare 13.86%
3 Financials 13.85%
4 Consumer Staples 10.05%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-3,105
352
-4,268