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
$1.19B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$16.2M
3
+$15.6M
4
CNQ icon
Canadian Natural Resources
CNQ
+$10.1M
5
STN icon
Stantec
STN
+$9.76M

Top Sells

1
+$29.9M
2
+$20.5M
3
+$13.6M
4
RBA icon
RB Global
RBA
+$12.4M
5
KGC icon
Kinross Gold
KGC
+$10.8M

Sector Composition

1 Financials 19.96%
2 Technology 19.32%
3 Industrials 13.26%
4 Healthcare 11.59%
5 Materials 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$198K 0.02%
1,300
402
$193K 0.02%
910
-40
403
$187K 0.02%
12,450
-5,950
404
$184K 0.02%
4,300
-2,450
405
$181K 0.02%
1,100
-280
406
$180K 0.02%
1,662
-5,460
407
$176K 0.01%
2,750
-450
408
$172K 0.01%
10,855
-21,860
409
$171K 0.01%
705
+35
410
$171K 0.01%
+108,700
411
$157K 0.01%
2,700
-540
412
$150K 0.01%
3,600
+1,367
413
$146K 0.01%
1,080
-140
414
$145K 0.01%
390
-50
415
$142K 0.01%
+4,630
416
$137K 0.01%
385
-50
417
$130K 0.01%
8,000
-4,000
418
$128K 0.01%
3,300
+1,300
419
$125K 0.01%
2,760
-1,110
420
$124K 0.01%
1,700
-11,500
421
$123K 0.01%
+18,165
422
$113K 0.01%
1,790
+130
423
$99K 0.01%
280
-1,180
424
$94K 0.01%
180
425
$90K 0.01%
2,328
-1,500
15 16
17
18 19