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
$511M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.15M
3
+$4.62M
4
BHC icon
Bausch Health
BHC
+$4.41M
5
BBU
Brookfield Business Partners
BBU
+$4.21M

Top Sells

1
+$9.42M
2
+$6.92M
3
+$6.5M
4
HBM icon
Hudbay
HBM
+$6.06M
5
RY icon
Royal Bank of Canada
RY
+$5.69M

Sector Composition

1 Financials 23.11%
2 Technology 11.93%
3 Energy 8.52%
4 Real Estate 8.27%
5 Materials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
+100
377
$6K ﹤0.01%
70
-3,950
378
$6K ﹤0.01%
75
-5
379
$6K ﹤0.01%
+79
380
$6K ﹤0.01%
180
-7,480
381
$6K ﹤0.01%
100
-60
382
$5K ﹤0.01%
80
-10
383
$5K ﹤0.01%
280
384
$5K ﹤0.01%
70
385
$5K ﹤0.01%
50
386
$5K ﹤0.01%
35
-10
387
$5K ﹤0.01%
60
+10
388
$5K ﹤0.01%
35
-5
389
$5K ﹤0.01%
40
390
$5K ﹤0.01%
8
-1
391
$4K ﹤0.01%
60
392
$4K ﹤0.01%
47
+18
393
$4K ﹤0.01%
27
-13
394
$4K ﹤0.01%
31
395
$4K ﹤0.01%
60
+5
396
$4K ﹤0.01%
15
397
$4K ﹤0.01%
90
+20
398
$4K ﹤0.01%
70
399
$4K ﹤0.01%
280
-100
400
$3K ﹤0.01%
35
14 15
16
17 18