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
$1.15B
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$10.7M
3
+$5.95M
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$5.95M
5
KOP icon
Koppers
KOP
+$5.85M

Top Sells

1
+$22.4M
2
+$19.2M
3
+$15.3M
4
PBA icon
Pembina Pipeline
PBA
+$12.2M
5
AGI icon
Alamos Gold
AGI
+$10.6M

Sector Composition

1 Financials 23.2%
2 Industrials 16.57%
3 Materials 11.24%
4 Technology 11.22%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$78K 0.01%
2,600
+1,000
427
$77K 0.01%
849
-37,110
428
$75K 0.01%
1,100
429
$75K 0.01%
1,780
+680
430
$71K 0.01%
620
+40
431
$70K 0.01%
+2,400
432
$70K 0.01%
2,370
-1,033
433
$67K 0.01%
340
-5
434
$66K 0.01%
760
435
$62K 0.01%
1,020
+920
436
$60K 0.01%
205
+7
437
$60K 0.01%
644
438
$57K 0.01%
670
439
$53K ﹤0.01%
410
440
$52K ﹤0.01%
408
-3,671
441
$49K ﹤0.01%
550
442
$46K ﹤0.01%
620
443
$46K ﹤0.01%
338
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444
$45K ﹤0.01%
900
-900
445
$44K ﹤0.01%
315
-5
446
$44K ﹤0.01%
299
447
$42K ﹤0.01%
350
448
$42K ﹤0.01%
700
449
$37K ﹤0.01%
400
450
$37K ﹤0.01%
3,700
16 17
18
19 20