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
$5.87B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$173M
2 +$140M
3 +$133M
4
MSFT icon
Microsoft
MSFT
+$131M
5
AAPL icon
Apple
AAPL
+$130M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.39%
2 Energy 11%
3 Healthcare 10.21%
4 Consumer Staples 8.85%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$21.5M 0.37%
+763,142
77
$21.5M 0.37%
+635,257
78
$21.3M 0.36%
+349,209
79
$21.2M 0.36%
+316,322
80
$21.2M 0.36%
+260,317
81
$20.9M 0.36%
+666,452
82
$20.8M 0.35%
+320,882
83
$20.8M 0.35%
+191,876
84
$20.7M 0.35%
+113,371
85
$20.6M 0.35%
+607,769
86
$20.4M 0.35%
+1,083,434
87
$20.2M 0.34%
+349,054
88
$20M 0.34%
+939,399
89
$19.8M 0.34%
+580,570
90
$19.8M 0.34%
+317,072
91
$19.6M 0.33%
+436,726
92
$19.4M 0.33%
+502,702
93
$18.5M 0.31%
+4,224,790
94
$17.5M 0.3%
+971,135
95
$16.9M 0.29%
+1,500,612
96
$16.8M 0.29%
+486,923
97
$16.4M 0.28%
+494,000
98
$16M 0.27%
+1,173,073
99
$16M 0.27%
+752,856
100
$16M 0.27%
+419,718