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
151
$2.65M 0.05%
+144,709
152
$2.55M 0.04%
+83,343
153
$2.48M 0.04%
+634,587
154
$2.42M 0.04%
+44,895
155
$2.28M 0.04%
+201,736
156
$2.19M 0.04%
+230,393
157
$2.08M 0.04%
+275,285
158
$2.06M 0.04%
+72,855
159
$1.95M 0.03%
+103,035
160
$1.93M 0.03%
+60,167
161
$1.9M 0.03%
+85,182
162
$1.75M 0.03%
+52,326
163
$1.72M 0.03%
+52,788
164
$1.65M 0.03%
+237,600
165
$1.64M 0.03%
+55,429
166
$1.61M 0.03%
+331,710
167
$1.55M 0.03%
+23,769
168
$1.5M 0.03%
+46,242
169
$1.41M 0.02%
+276,559
170
$1.31M 0.02%
+615,902
171
$1.29M 0.02%
+411,169
172
$1.29M 0.02%
+59,273
173
$1.25M 0.02%
+194,960
174
$1.25M 0.02%
+30,509
175
$1.19M 0.02%
+45,663
5 6
7
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