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
$1.25B
AUM Growth
-$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.85M
3
+$7.86M
4
BMO icon
Bank of Montreal
BMO
+$7.3M
5
WPM icon
Wheaton Precious Metals
WPM
+$7.21M

Top Sells

1
+$16.3M
2
+$10.8M
3
+$9.83M
4
GIB icon
CGI
GIB
+$9.66M
5
OBE
Obsidian Energy
OBE
+$8.55M

Sector Composition

1 Financials 19.03%
2 Energy 18.64%
3 Technology 16.16%
4 Materials 10.88%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$187K 0.02%
1,027
+404
402
$177K 0.01%
1,228
-221
403
$166K 0.01%
49,000
+44,200
404
$165K 0.01%
1,785
+223
405
$151K 0.01%
4,839
+527
406
$149K 0.01%
7,780
407
$148K 0.01%
3,000
-120
408
$145K 0.01%
1,690
+166
409
$142K 0.01%
519
410
$142K 0.01%
1,260
-168
411
$140K 0.01%
292
-75
412
$138K 0.01%
4,400
-235,857
413
$134K 0.01%
7,550
414
$132K 0.01%
620
+190
415
$126K 0.01%
1,654
-36
416
$118K 0.01%
707
-88
417
$116K 0.01%
389
-118
418
$116K 0.01%
17,100
-116,000
419
$116K 0.01%
+19,667
420
$112K 0.01%
5,000
421
$112K 0.01%
11,300
+1,800
422
$110K 0.01%
1,008
-4,323
423
$109K 0.01%
19,100
-3,600
424
$107K 0.01%
+7,400
425
$101K 0.01%
13,500
-5,700
15 16
17
18 19