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
$1.18B
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$18.4M
3
+$16.4M
4
RY icon
Royal Bank of Canada
RY
+$12.7M
5
DCBO
Docebo
DCBO
+$10.7M

Top Sells

1
+$18M
2
+$16M
3
+$12.6M
4
WFG icon
West Fraser Timber
WFG
+$9.29M
5
BN icon
Brookfield
BN
+$8.88M

Sector Composition

1 Financials 19.34%
2 Technology 18%
3 Energy 17.8%
4 Healthcare 14.56%
5 Industrials 13.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$247K 0.02%
448
+30
402
$240K 0.02%
691
+75
403
$223K 0.02%
2,550
-80
404
$222K 0.02%
62,600
-1,900
405
$211K 0.02%
1,060
+40
406
$196K 0.02%
1,111
+170
407
$194K 0.02%
933
-220
408
$193K 0.02%
722
+140
409
$186K 0.02%
900
+220
410
$183K 0.02%
1,552
-5,450
411
$176K 0.01%
1,063
-55
412
$169K 0.01%
935
+110
413
$161K 0.01%
+18,600
414
$151K 0.01%
1,695
415
$149K 0.01%
983
-245
416
$148K 0.01%
2,640
-10,500
417
$147K 0.01%
616
+210
418
$146K 0.01%
319
+15
419
$144K 0.01%
2,650
420
$142K 0.01%
814
421
$138K 0.01%
32,000
-2,000
422
$137K 0.01%
1,385
+1,060
423
$134K 0.01%
1,000
-260
424
$132K 0.01%
2,569
-11,000
425
$131K 0.01%
+32,200
15 16
17
18 19