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
126
$9.17M 0.16%
+180,179
127
$8.96M 0.15%
+22,844
128
$8.72M 0.15%
+750,870
129
$8.03M 0.14%
+260,316
130
$7.52M 0.13%
+246,558
131
$7.32M 0.12%
+45,518
132
$7.25M 0.12%
+194,148
133
$6.7M 0.11%
+159,927
134
$4.44M 0.08%
+581,010
135
$3.99M 0.07%
+775,752
136
$3.62M 0.06%
+115,664
137
$3.5M 0.06%
+100,421
138
$3.48M 0.06%
+130,691
139
$3.47M 0.06%
+1,147,633
140
$3.27M 0.06%
+316,648
141
$3.19M 0.05%
+263,941
142
$3.13M 0.05%
+506,327
143
$3.07M 0.05%
+67,486
144
$3.02M 0.05%
+87,093
145
$2.93M 0.05%
+56,529
146
$2.86M 0.05%
+315,480
147
$2.81M 0.05%
+318,879
148
$2.77M 0.05%
+729,367
149
$2.76M 0.05%
+44,384
150
$2.69M 0.05%
+71,922