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
$1.26B
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
301
$718K 0.06%
21,945
-1,255
302
$717K 0.06%
3,725
+70
303
$709K 0.06%
2,050
+50
304
$708K 0.06%
37,233
305
$706K 0.06%
12,575
+9,825
306
$704K 0.06%
2,961
+226
307
$691K 0.06%
17,660
+16,510
308
$683K 0.05%
1,290
309
$681K 0.05%
3,510
+10
310
$681K 0.05%
14,720
+6,510
311
$675K 0.05%
+1,465
312
$672K 0.05%
14,090
+190
313
$668K 0.05%
+2,600
314
$662K 0.05%
3,450
+200
315
$661K 0.05%
+48,500
316
$660K 0.05%
+13,200
317
$658K 0.05%
16,800
318
$657K 0.05%
21,700
+100
319
$651K 0.05%
5,710
-300
320
$651K 0.05%
21,550
-610
321
$647K 0.05%
2,730
322
$645K 0.05%
2,340
+50
323
$644K 0.05%
+2,100
324
$639K 0.05%
7,610
+7,500
325
$639K 0.05%
3,265
11 12
13
14 15