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
$1.26B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.66M
3
+$8.76M
4
SU icon
Suncor Energy
SU
+$8.43M
5
CVE icon
Cenovus Energy
CVE
+$8.01M

Top Sells

1
+$13.5M
2
+$13M
3
+$10.4M
4
LSPD icon
Lightspeed Commerce
LSPD
+$7.68M
5
BHC icon
Bausch Health
BHC
+$7.62M

Sector Composition

1 Financials 20.44%
2 Technology 16.63%
3 Industrials 11.84%
4 Consumer Discretionary 11.61%
5 Healthcare 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$114K 0.01%
+17,893
427
$114K 0.01%
2,430
-330
428
$113K 0.01%
+1,980
429
$107K 0.01%
440
+50
430
$104K 0.01%
430
-2,290
431
$96K 0.01%
825
-4,270
432
$95K 0.01%
180
433
$93K 0.01%
190
+5
434
$86K 0.01%
518
+219
435
$84K 0.01%
590
-3,010
436
$78K 0.01%
340
-3,002
437
$78K 0.01%
3,575
438
$75K 0.01%
+605
439
$75K 0.01%
360
440
$74K 0.01%
320
+140
441
$74K 0.01%
3,750
+950
442
$73K 0.01%
3,090
443
$71K 0.01%
1,000
444
$69K 0.01%
390
+90
445
$66K 0.01%
230
446
$66K 0.01%
670
447
$65K 0.01%
978
-812
448
$62K ﹤0.01%
280
449
$61K ﹤0.01%
+3,600
450
$60K ﹤0.01%
+3,000
16 17
18
19 20