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
176
$978K 0.01%
16,716
177
$971K 0.01%
44,693
+21,741
178
$919K 0.01%
21,960
-45,111
179
$904K 0.01%
14,819
-85,771
180
$886K 0.01%
50,155
181
$861K 0.01%
22,505
182
$851K 0.01%
82,604
183
$847K 0.01%
17,901
-2,416
184
$837K 0.01%
15,633
-725
185
$732K 0.01%
66,280
186
$728K 0.01%
10,928
187
$724K 0.01%
7,593
188
$719K 0.01%
16,398
189
$703K 0.01%
29,077
190
$697K 0.01%
50,127
+402
191
$682K 0.01%
51,947
+1,568
192
$679K 0.01%
10,628
193
$630K 0.01%
35,189
194
$591K 0.01%
48,010
195
$526K 0.01%
22,596
196
$520K 0.01%
3,867
197
$505K 0.01%
15,613
198
$494K 0.01%
24,273
199
$487K 0.01%
14,436
200
$447K 0.01%
5,800
6 7
8
9 10