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
$388M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.6M
3
+$9.95M
4
BIN
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
+$8.49M
5
BN icon
Brookfield
BN
+$8.36M

Top Sells

1
+$12.4M
2
+$7.72M
3
+$5.93M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$5.18M
5
SU icon
Suncor Energy
SU
+$4M

Sector Composition

1 Financials 20.73%
2 Materials 12.3%
3 Technology 10.19%
4 Industrials 9.71%
5 Communication Services 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$111K 0.03%
+7,100
377
$111K 0.03%
7,500
-7,500
378
$110K 0.03%
1,120
379
$108K 0.03%
1,900
-1,400
380
$106K 0.03%
4,000
-2,000
381
$106K 0.03%
6,300
-2,200
382
$105K 0.03%
+5,374
383
$105K 0.03%
2,900
384
$105K 0.03%
1,520
-100
385
$103K 0.03%
13,000
386
$103K 0.03%
5,000
387
$102K 0.03%
5,150
388
$101K 0.03%
850
389
$99K 0.03%
3,000
390
$99K 0.03%
3,800
-1,000
391
$98K 0.03%
1,500
-700
392
$97K 0.03%
718
-1,332
393
$96K 0.02%
1,600
-700
394
$96K 0.02%
628
-104
395
$93K 0.02%
4,400
396
$92K 0.02%
2,000
397
$92K 0.02%
1,200
-600
398
$90K 0.02%
1,700
-900
399
$90K 0.02%
1,433
-1,000
400
$88K 0.02%
2,500
14 15
16
17 18