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
$1.1B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$17.6M
4
HBM icon
Hudbay
HBM
+$16.3M
5
BCE icon
BCE
BCE
+$15.1M

Top Sells

1
+$12.8M
2
+$10.3M
3
+$9.5M
4
ERF
Enerplus Corporation
ERF
+$8.38M
5
RCI icon
Rogers Communications
RCI
+$7.78M

Sector Composition

1 Financials 24.63%
2 Materials 13.3%
3 Energy 10.4%
4 Industrials 9.41%
5 Technology 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$479K 0.04%
11,700
327
$478K 0.04%
+15,100
328
$477K 0.04%
+4,170
329
$477K 0.04%
14,120
+1,600
330
$475K 0.04%
6,690
+200
331
$475K 0.04%
5,800
+900
332
$471K 0.04%
9,830
+700
333
$470K 0.04%
+6,250
334
$469K 0.04%
7,200
+1,100
335
$465K 0.04%
+7,930
336
$465K 0.04%
4,070
+270
337
$464K 0.04%
2,950
+200
338
$464K 0.04%
32,800
+26,600
339
$462K 0.04%
+9,960
340
$458K 0.04%
34,600
341
$456K 0.04%
+9,600
342
$450K 0.04%
6,270
+1,070
343
$447K 0.04%
3,650
+550
344
$442K 0.04%
4,640
+470
345
$442K 0.04%
12,530
+440
346
$441K 0.04%
3,700
+1,000
347
$439K 0.04%
2,995
+200
348
$438K 0.04%
+9,200
349
$436K 0.04%
5,280
+800
350
$434K 0.04%
6,670
+2,080
12 13
14
15 16