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
351
$621K 0.04%
+5,800
352
$620K 0.04%
2,300
353
$620K 0.04%
+2,700
354
$618K 0.04%
18,400
-4,100
355
$617K 0.04%
3,670
356
$612K 0.04%
+4,700
357
$609K 0.04%
4,480
+100
358
$607K 0.04%
990
-50
359
$606K 0.04%
5,900
-900
360
$605K 0.04%
2,150
-200
361
$605K 0.04%
11,765
362
$602K 0.04%
32,900
-3,500
363
$602K 0.04%
+2,550
364
$599K 0.04%
+3,600
365
$599K 0.04%
2,350
-350
366
$594K 0.04%
+2,600
367
$590K 0.04%
9,000
-1,000
368
$581K 0.04%
+90,800
369
$578K 0.04%
13,100
-1,200
370
$573K 0.04%
5,900
+100
371
$572K 0.04%
9,900
-500
372
$567K 0.04%
3,450
-250
373
$558K 0.04%
9,150
-500
374
$541K 0.04%
10,433
375
$534K 0.04%
2,090
+2,050
13 14
15
16 17