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
$1.49B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.6M
3
+$12.3M
4
CNI icon
Canadian National Railway
CNI
+$11.1M
5
NTR icon
Nutrien
NTR
+$9.87M

Top Sells

1
+$18M
2
+$15.2M
3
+$10.8M
4
CALX icon
Calix
CALX
+$8.42M
5
CNR
Core Natural Resources Inc
CNR
+$6.95M

Sector Composition

1 Financials 21.19%
2 Technology 17.57%
3 Energy 14%
4 Industrials 13.74%
5 Healthcare 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$133K 0.01%
3,600
427
$127K 0.01%
210
+120
428
$124K 0.01%
916
-396
429
$119K 0.01%
184
+104
430
$118K 0.01%
33,800
+15,700
431
$117K 0.01%
825
432
$108K 0.01%
+3,200
433
$102K 0.01%
539
434
$102K 0.01%
2,115
-315
435
$101K 0.01%
2,350
-24,120
436
$101K 0.01%
+9,100
437
$100K 0.01%
1,980
438
$97K 0.01%
615
-115
439
$97K 0.01%
421
-79
440
$96K 0.01%
+6,190
441
$96K 0.01%
+1,400
442
$94K 0.01%
340
443
$94K 0.01%
350
+30
444
$94K 0.01%
4,800
+1,000
445
$89K 0.01%
+17,600
446
$88K 0.01%
+1,154
447
$88K 0.01%
12,300
+3,500
448
$85K 0.01%
+19,200
449
$82K 0.01%
+5,000
450
$82K 0.01%
21,800
+10,500
16 17
18
19 20