HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 50.09%
This Quarter Est. Return
1 Year Est. Return
+50.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.66M
3
+$8.76M
4
SU icon
Suncor Energy
SU
+$8.43M
5
CVE icon
Cenovus Energy
CVE
+$8.01M

Top Sells

1
+$13.5M
2
+$13M
3
+$10.4M
4
LSPD icon
Lightspeed Commerce
LSPD
+$7.68M
5
BHC icon
Bausch Health
BHC
+$7.62M

Sector Composition

1 Financials 20.44%
2 Technology 16.63%
3 Industrials 11.84%
4 Consumer Discretionary 11.61%
5 Healthcare 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.09%
+14,800
227
$1.07M 0.09%
14,900
-1,000
228
$1.07M 0.09%
+24,500
229
$1.07M 0.09%
+18,800
230
$1.07M 0.09%
+11,500
231
$1.07M 0.09%
38,600
-5,000
232
$1.07M 0.09%
41,000
-1,000
233
$1.07M 0.08%
+20,000
234
$1.06M 0.08%
+37,800
235
$1.06M 0.08%
16,300
-2,000
236
$1.06M 0.08%
35,493
-6,000
237
$1.05M 0.08%
36,600
238
$1.05M 0.08%
+48,000
239
$1.05M 0.08%
+47,900
240
$1.05M 0.08%
+88,300
241
$1.05M 0.08%
19,770
-220
242
$1.05M 0.08%
28,900
-3,000
243
$1.05M 0.08%
+20,700
244
$1.05M 0.08%
+15,200
245
$1.04M 0.08%
+21,700
246
$1.04M 0.08%
19,960
247
$1.04M 0.08%
+301,100
248
$1.04M 0.08%
+45,900
249
$1.04M 0.08%
18,500
-8,700
250
$1.03M 0.08%
50,700
-3,000
8 9
10
11 12