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
$6.71B
AUM Growth
+$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$65M
2
+$61.5M
3
+$59.1M
4
VTRS icon
Viatris
VTRS
+$58.4M
5
GG
Goldcorp Inc
GG
+$51.2M

Top Sells

1
+$68.3M
2
+$63.8M
3
+$60.4M
4
BDX icon
Becton Dickinson
BDX
+$59.9M
5
CLX icon
Clorox
CLX
+$49.2M

Sector Composition

1 Consumer Staples 17.34%
2 Healthcare 13.69%
3 Utilities 10.69%
4 Communication Services 10.36%
5 Technology 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.25M 0.09%
833,544
+18,118
127
$5.53M 0.08%
149,888
+3,158
128
$5.35M 0.08%
276,979
-130,147
129
$5.33M 0.08%
56,521
130
$4.68M 0.07%
424,618
-12,504
131
$4.4M 0.07%
162,178
-4,230
132
$4.38M 0.07%
271,004
-12,409
133
$4.31M 0.06%
51,194
134
$4.17M 0.06%
783,110
+24,690
135
$4.14M 0.06%
120,304
-59,277
136
$4.07M 0.06%
7,245
-134
137
$3.86M 0.06%
149,963
-6,546
138
$3.69M 0.06%
140,298
-1,270
139
$3.21M 0.05%
1,920,452
-66,104
140
$3.03M 0.05%
134,854
-3,106
141
$3.03M 0.05%
196,408
+12,128
142
$2.99M 0.04%
79,822
-2,792
143
$2.85M 0.04%
110,939
-3,235
144
$2.84M 0.04%
607,367
-11,197
145
$2.75M 0.04%
32,837
146
$2.63M 0.04%
563,268
-15,165
147
$2.61M 0.04%
1,105,344
-1,004,725
148
$2.57M 0.04%
790,083
-24,057
149
$2.5M 0.04%
791,207
150
$2.44M 0.04%
157,399
-2,489
4 5
6
7 8