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
$1.25B
AUM Growth
-$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.85M
3
+$7.86M
4
BMO icon
Bank of Montreal
BMO
+$7.3M
5
WPM icon
Wheaton Precious Metals
WPM
+$7.21M

Top Sells

1
+$16.3M
2
+$10.8M
3
+$9.83M
4
GIB icon
CGI
GIB
+$9.66M
5
OBE
Obsidian Energy
OBE
+$8.55M

Sector Composition

1 Financials 19.03%
2 Energy 18.64%
3 Technology 16.16%
4 Materials 10.88%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$487K 0.04%
1,740
352
$483K 0.04%
9,200
-51,700
353
$481K 0.04%
48,150
354
$481K 0.04%
+16,830
355
$479K 0.04%
4,180
356
$476K 0.04%
2,000
357
$476K 0.04%
+1,235
358
$473K 0.04%
1,230
359
$470K 0.04%
6,155
-545
360
$469K 0.04%
5,700
-1,300
361
$468K 0.04%
407
362
$464K 0.04%
+1,080
363
$463K 0.04%
14,000
-300
364
$459K 0.04%
21,900
+1,000
365
$453K 0.04%
+4,800
366
$450K 0.04%
7,760
+100
367
$448K 0.04%
+9,450
368
$444K 0.04%
2,650
369
$439K 0.04%
9,850
+200
370
$435K 0.03%
+11,200
371
$433K 0.03%
18,480
372
$431K 0.03%
+8,020
373
$431K 0.03%
6,000
+100
374
$425K 0.03%
4,900
375
$424K 0.03%
2,140
+50
13 14
15
16 17