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
$1.18B
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$18.4M
3
+$16.4M
4
RY icon
Royal Bank of Canada
RY
+$12.7M
5
DCBO
Docebo
DCBO
+$10.7M

Top Sells

1
+$18M
2
+$16M
3
+$12.6M
4
WFG icon
West Fraser Timber
WFG
+$9.29M
5
BN icon
Brookfield
BN
+$8.88M

Sector Composition

1 Financials 19.34%
2 Technology 18%
3 Energy 17.8%
4 Healthcare 14.56%
5 Industrials 13.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$487K 0.04%
10,065
+9,750
352
$487K 0.04%
6,834
+6,760
353
$484K 0.04%
6,260
-840
354
$483K 0.04%
+14,980
355
$480K 0.04%
+4,620
356
$478K 0.04%
1,540
-200
357
$477K 0.04%
21,000
358
$477K 0.04%
+8,475
359
$475K 0.04%
7,100
-1,900
360
$474K 0.04%
11,400
-1,000
361
$473K 0.04%
5,500
-400
362
$471K 0.04%
3,940
+3,800
363
$471K 0.04%
26,603
-711,120
364
$466K 0.04%
3,872
+30
365
$464K 0.04%
3,800
-2,900
366
$460K 0.04%
+6,500
367
$458K 0.04%
+2,360
368
$454K 0.04%
11,500
+100
369
$448K 0.04%
2,400
-150
370
$445K 0.04%
6,380
-200
371
$436K 0.04%
1,400
-300
372
$434K 0.04%
21,120
+3,860
373
$432K 0.04%
8,650
-1,200
374
$427K 0.04%
10,300
+400
375
$426K 0.04%
7,100
-200
13 14
15
16 17