HIM

Hillsdale Investment Management Portfolio holdings

AUM $2.71B
1-Year Est. Return 43.79%
This Quarter Est. Return
1 Year Est. Return
+43.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.6M
3
+$9.95M
4
BIN
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
+$8.49M
5
BN icon
Brookfield
BN
+$8.36M

Top Sells

1
+$12.4M
2
+$7.72M
3
+$5.93M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$5.18M
5
SU icon
Suncor Energy
SU
+$4M

Sector Composition

1 Financials 20.73%
2 Materials 12.3%
3 Technology 10.19%
4 Industrials 9.71%
5 Communication Services 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$313K 0.08%
+26,400
227
$313K 0.08%
+21,000
228
$312K 0.08%
6,620
+6,400
229
$312K 0.08%
10,500
230
$310K 0.08%
5,100
+1,000
231
$310K 0.08%
+7,700
232
$307K 0.08%
7,800
+400
233
$307K 0.08%
+1,770
234
$307K 0.08%
7,400
235
$307K 0.08%
22,730
-370
236
$306K 0.08%
+11,200
237
$302K 0.08%
3,200
-200
238
$301K 0.08%
16,515
239
$300K 0.08%
6,100
-5,000
240
$300K 0.08%
2,600
-320
241
$299K 0.08%
+7,300
242
$296K 0.08%
2,820
+2,700
243
$296K 0.08%
+3,500
244
$295K 0.08%
+1,970
245
$295K 0.08%
3,400
246
$293K 0.08%
17,600
-6,000
247
$293K 0.08%
1,980
-200
248
$291K 0.08%
16,100
-3,000
249
$290K 0.07%
3,950
250
$289K 0.07%
7,900
+1,000
8 9
10
11 12