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
401
$235K 0.02%
15,650
-3,050
402
$223K 0.01%
445
-10
403
$214K 0.01%
1,250
404
$200K 0.01%
482
-43
405
$200K 0.01%
1,220
406
$183K 0.01%
10,640
+2,640
407
$182K 0.01%
609
-66
408
$181K 0.01%
+6,040
409
$180K 0.01%
+6,310
410
$178K 0.01%
1,519
+1,024
411
$178K 0.01%
975
-117
412
$177K 0.01%
311
+97
413
$177K 0.01%
266
+80
414
$175K 0.01%
690
+220
415
$171K 0.01%
789
-311
416
$167K 0.01%
1,340
+1,282
417
$160K 0.01%
5,800
-20,750
418
$154K 0.01%
1,900
-187,200
419
$154K 0.01%
2,525
+770
420
$150K 0.01%
1,040
-148
421
$148K 0.01%
412
-153
422
$145K 0.01%
226
423
$143K 0.01%
18,500
-100,000
424
$141K 0.01%
2,698
-1,552
425
$135K 0.01%
2,142
-1,115
15 16
17
18 19