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
376
$525K 0.04%
2,070
-332
377
$524K 0.04%
1,705
-120
378
$513K 0.03%
20,900
379
$510K 0.03%
3,265
380
$499K 0.03%
5,120
-200
381
$479K 0.03%
85,400
-17,300
382
$463K 0.03%
2,110
+35
383
$454K 0.03%
2,750
384
$445K 0.03%
4,485
385
$443K 0.03%
5,320
-810
386
$412K 0.03%
6,200
+200
387
$406K 0.03%
1,690
388
$395K 0.03%
16,380
-3,900
389
$393K 0.03%
27,140
+270
390
$390K 0.03%
+22,550
391
$388K 0.03%
6,210
392
$373K 0.03%
16,900
393
$360K 0.02%
2,380
+80
394
$358K 0.02%
8,400
395
$334K 0.02%
11,000
-26,600
396
$310K 0.02%
6,500
-10,100
397
$289K 0.02%
2,660
398
$280K 0.02%
12,500
-4,100
399
$272K 0.02%
51,000
-251,200
400
$270K 0.02%
105,100
14 15
16
17 18