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
$1.49B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.6M
3
+$12.3M
4
CNI icon
Canadian National Railway
CNI
+$11.1M
5
NTR icon
Nutrien
NTR
+$9.87M

Top Sells

1
+$18M
2
+$15.2M
3
+$10.8M
4
CALX icon
Calix
CALX
+$8.42M
5
CNR
Core Natural Resources Inc
CNR
+$6.95M

Sector Composition

1 Financials 21.19%
2 Technology 17.57%
3 Energy 14%
4 Industrials 13.74%
5 Healthcare 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.13M 0.08%
+9,500
227
$1.12M 0.08%
14,800
228
$1.1M 0.07%
12,700
-2,500
229
$1.09M 0.07%
65,254
230
$1.09M 0.07%
41,600
231
$1.09M 0.07%
12,100
232
$1.08M 0.07%
18,280
-720
233
$1.07M 0.07%
+323,700
234
$1.07M 0.07%
+4,700
235
$1.06M 0.07%
12,300
-2,500
236
$1.06M 0.07%
11,500
-500
237
$1.05M 0.07%
10,200
238
$1.05M 0.07%
2,526
-58
239
$1.04M 0.07%
+28,800
240
$1.04M 0.07%
47,900
241
$1.04M 0.07%
19,700
-1,000
242
$1.04M 0.07%
16,650
243
$1.03M 0.07%
25,380
+13,335
244
$1.03M 0.07%
+7,500
245
$1.03M 0.07%
3,052
-115
246
$1.02M 0.07%
32,420
-2,000
247
$1.02M 0.07%
5,700
248
$1.01M 0.07%
77,106
-40,310
249
$1.01M 0.07%
+38,404
250
$1.01M 0.07%
+19,400
8 9
10
11 12