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
$1.26B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.66M
3
+$8.76M
4
SU icon
Suncor Energy
SU
+$8.43M
5
CVE icon
Cenovus Energy
CVE
+$8.01M

Top Sells

1
+$13.5M
2
+$13M
3
+$10.4M
4
LSPD icon
Lightspeed Commerce
LSPD
+$7.68M
5
BHC icon
Bausch Health
BHC
+$7.62M

Sector Composition

1 Financials 20.44%
2 Technology 16.63%
3 Industrials 11.84%
4 Consumer Discretionary 11.61%
5 Healthcare 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$312K 0.02%
4,840
402
$292K 0.02%
2,660
-1,010
403
$276K 0.02%
18,500
+7,645
404
$270K 0.02%
1,194
+120
405
$229K 0.02%
1,470
+170
406
$225K 0.02%
563
+173
407
$217K 0.02%
680
+30
408
$206K 0.02%
1,250
+150
409
$192K 0.02%
820
-90
410
$191K 0.02%
12,450
411
$188K 0.02%
675
-295
412
$180K 0.01%
37,375
-132,755
413
$167K 0.01%
574
-131
414
$167K 0.01%
2,970
+270
415
$165K 0.01%
1,220
+140
416
$162K 0.01%
1,442
-220
417
$159K 0.01%
435
+50
418
$154K 0.01%
2,440
+950
419
$153K 0.01%
3,600
420
$137K 0.01%
8,000
421
$129K 0.01%
325
+45
422
$121K 0.01%
18,623
-5,900
423
$118K 0.01%
2,220
-10,160
424
$117K 0.01%
2,840
-460
425
$117K 0.01%
+4,400
15 16
17
18 19