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
326
$668K 0.04%
+2,100
327
$667K 0.04%
4,000
-440
328
$664K 0.04%
5,000
329
$663K 0.04%
9,220
330
$659K 0.04%
5,100
331
$657K 0.04%
+1,040
332
$656K 0.04%
1,330
-100
333
$650K 0.04%
18,080
+17,520
334
$649K 0.04%
13,800
-3,000
335
$647K 0.04%
6,435
-600
336
$646K 0.04%
+4,900
337
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17,528
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338
$640K 0.04%
14,400
-500
339
$635K 0.04%
966
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340
$635K 0.04%
+13,500
341
$634K 0.04%
+17,300
342
$634K 0.04%
4,080
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343
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145,372
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344
$633K 0.04%
7,720
+100
345
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346
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+5,350
347
$625K 0.04%
5,900
-200
348
$625K 0.04%
6,240
-800
349
$622K 0.04%
7,132
-298
350
$621K 0.04%
9,978
12 13
14
15 16