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
401
$87K 0.02%
3,084
+385
402
$87K 0.02%
2,000
-1,200
403
$87K 0.02%
2,577
-1,718
404
$87K 0.02%
2,000
-400
405
$86K 0.02%
75
406
$86K 0.02%
1,550
407
$86K 0.02%
628
+478
408
$86K 0.02%
8,456
409
$86K 0.02%
5,900
-2,500
410
$85K 0.02%
1,400
-800
411
$85K 0.02%
1,385
-213
412
$85K 0.02%
1,600
-700
413
$84K 0.02%
750
414
$83K 0.02%
3,600
415
$83K 0.02%
1,004
416
$83K 0.02%
3,400
417
$83K 0.02%
2,000
418
$82K 0.02%
+2,700
419
$81K 0.02%
1,520
-80
420
$81K 0.02%
2,000
-200
421
$80K 0.02%
+950
422
$79K 0.02%
1,000
423
$79K 0.02%
1,100
-500
424
$78K 0.02%
3,500
425
$77K 0.02%
1,400
15 16
17
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