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
201
$432K 0.01%
+3,888
202
$341K 0.01%
+13,960
203
$337K 0.01%
+5,930
204
$317K 0.01%
+16,109
205
$296K 0.01%
+3,508
206
$289K ﹤0.01%
+13,333
207
$278K ﹤0.01%
+4,973
208
$277K ﹤0.01%
+11,148
209
$262K ﹤0.01%
+4,723
210
$243K ﹤0.01%
+15,690
211
$222K ﹤0.01%
+5,282
212
$202K ﹤0.01%
+8,856
213
$198K ﹤0.01%
+1,729
214
$191K ﹤0.01%
+8,727
215
$180K ﹤0.01%
+4,104
216
$172K ﹤0.01%
+12,809
217
$171K ﹤0.01%
+3,956
218
$167K ﹤0.01%
+1,107
219
$150K ﹤0.01%
+4,634
220
$135K ﹤0.01%
+3,451
221
$115K ﹤0.01%
+4,232
222
$115K ﹤0.01%
+3,166
223
$109K ﹤0.01%
+2,462
224
$90K ﹤0.01%
+1,035
225
$83K ﹤0.01%
+685
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