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
$1.27B
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.4M
3
+$25.3M
4
SU icon
Suncor Energy
SU
+$18.1M
5
TGB
Taseko Mines
TGB
+$17.7M

Top Sells

1
+$20.6M
2
+$20.2M
3
+$18.7M
4
MFC icon
Manulife Financial
MFC
+$12.2M
5
SHOP icon
Shopify
SHOP
+$12M

Sector Composition

1 Technology 19.23%
2 Materials 18.77%
3 Industrials 16.2%
4 Financials 10.2%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$525K 0.04%
8,870
+900
327
$525K 0.04%
3,025
328
$521K 0.04%
+36,100
329
$519K 0.04%
2,550
330
$517K 0.04%
1,171
-40
331
$516K 0.04%
300,178
-177,000
332
$515K 0.04%
3,123
-40
333
$511K 0.04%
31,450
+5,100
334
$508K 0.04%
9,520
335
$506K 0.04%
17,950
336
$502K 0.04%
+1,300
337
$502K 0.04%
14,260
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338
$501K 0.04%
31,700
-8,400
339
$500K 0.04%
4,830
340
$498K 0.04%
10,820
-540
341
$483K 0.04%
9,000
-3,300
342
$479K 0.04%
16,700
343
$479K 0.04%
7,370
344
$477K 0.04%
13,800
345
$476K 0.04%
7,680
346
$476K 0.04%
4,320
-4,040
347
$471K 0.04%
1,950
348
$460K 0.04%
10,750
349
$454K 0.04%
3,280
+3,200
350
$452K 0.04%
687
-41
12 13
14
15 16