HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 50.09%
This Quarter Est. Return
1 Year Est. Return
+50.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$13.7M
3
+$11.2M
4
CLS icon
Celestica
CLS
+$11.2M
5
B
Barrick Mining
B
+$11.1M

Top Sells

1
+$22.4M
2
+$19.3M
3
+$16.4M
4
BTE icon
Baytex Energy
BTE
+$14.7M
5
BBU
Brookfield Business Partners
BBU
+$12M

Sector Composition

1 Energy 19.14%
2 Financials 18.55%
3 Technology 15.87%
4 Materials 12.56%
5 Industrials 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$195K 0.01%
1,428
+813
402
$190K 0.01%
532
+120
403
$183K 0.01%
519
-90
404
$178K 0.01%
4,312
+2,917
405
$172K 0.01%
7,780
-8,600
406
$167K 0.01%
507
+345
407
$166K 0.01%
1,029
+113
408
$164K 0.01%
739
-50
409
$158K 0.01%
1,562
+1,002
410
$153K 0.01%
8,540
-2,100
411
$152K 0.01%
7,550
-4,950
412
$148K 0.01%
1,690
+1,330
413
$148K 0.01%
698
+277
414
$146K 0.01%
+3,120
415
$142K 0.01%
800
-450
416
$142K 0.01%
36,400
+2,600
417
$140K 0.01%
10,350
-5,300
418
$136K 0.01%
22,700
+1,500
419
$134K 0.01%
623
+263
420
$133K 0.01%
795
+460
421
$130K 0.01%
271
+45
422
$129K 0.01%
4,800
423
$126K 0.01%
1,524
-1,001
424
$124K 0.01%
762
-757
425
$121K 0.01%
265
-986
15 16
17
18 19