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
176
$1.1M 0.02%
+75,003
177
$1.05M 0.02%
+304,497
178
$987K 0.02%
+63,612
179
$951K 0.02%
+81,807
180
$949K 0.02%
+40,695
181
$923K 0.02%
+17,937
182
$907K 0.02%
+14,016
183
$864K 0.01%
+50,010
184
$859K 0.01%
+32,560
185
$854K 0.01%
+59,728
186
$818K 0.01%
+208,065
187
$816K 0.01%
+16,746
188
$777K 0.01%
+36,690
189
$719K 0.01%
+25,189
190
$693K 0.01%
+25,585
191
$689K 0.01%
+12,337
192
$640K 0.01%
+23,953
193
$631K 0.01%
+462,576
194
$608K 0.01%
+22,116
195
$590K 0.01%
+25,161
196
$576K 0.01%
+15,680
197
$560K 0.01%
+57,417
198
$548K 0.01%
+22,179
199
$540K 0.01%
+45,452
200
$528K 0.01%
+6,840
6 7
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