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
351
$590K 0.05%
+5,700
352
$588K 0.05%
+1,250
353
$585K 0.05%
+17,000
354
$584K 0.05%
+1,800
355
$584K 0.05%
+17,640
356
$582K 0.05%
+4,180
357
$578K 0.05%
+12,500
358
$573K 0.05%
+26,500
359
$573K 0.05%
+1,800
360
$573K 0.05%
+6,000
361
$572K 0.05%
+4,280
362
$571K 0.05%
+1,650
363
$571K 0.05%
9,150
-550
364
$571K 0.05%
+4,800
365
$570K 0.05%
27,600
+100
366
$570K 0.05%
+14,900
367
$570K 0.05%
1,825
+50
368
$568K 0.05%
+6,100
369
$568K 0.05%
+10,400
370
$566K 0.05%
8,500
-850
371
$565K 0.05%
+3,900
372
$563K 0.04%
5,000
-80
373
$562K 0.04%
+3,400
374
$556K 0.04%
+3,670
375
$556K 0.04%
+17,800
13 14
15
16 17