HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 50.09%
This Quarter Est. Return
1 Year Est. Return
+50.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$13.7M
3
+$11.2M
4
CLS icon
Celestica
CLS
+$11.2M
5
B
Barrick Mining
B
+$11.1M

Top Sells

1
+$22.4M
2
+$19.3M
3
+$16.4M
4
BTE icon
Baytex Energy
BTE
+$14.7M
5
BBU
Brookfield Business Partners
BBU
+$12M

Sector Composition

1 Energy 19.14%
2 Financials 18.55%
3 Technology 15.87%
4 Materials 12.56%
5 Industrials 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$121K 0.01%
12,300
427
$120K 0.01%
17,600
428
$119K 0.01%
19,200
429
$117K 0.01%
30,500
+12,000
430
$117K 0.01%
430
+150
431
$115K 0.01%
2,315
-9,450
432
$109K 0.01%
22,800
+1,000
433
$106K 0.01%
1,168
+589
434
$103K 0.01%
1,090
+420
435
$102K 0.01%
5,000
436
$99K 0.01%
2,880
-720
437
$97K 0.01%
9,100
438
$96K 0.01%
3,550
-2,760
439
$95K 0.01%
3,400
-2,640
440
$93K 0.01%
10,200
+1,000
441
$92K 0.01%
1,890
+1,090
442
$91K 0.01%
4,000
-400
443
$90K 0.01%
3,200
+400
444
$89K 0.01%
+9,100
445
$89K 0.01%
2,100
+200
446
$87K 0.01%
+4,900
447
$87K 0.01%
3,800
+200
448
$85K 0.01%
2,600
449
$82K 0.01%
3,100
+500
450
$80K 0.01%
3,400
+300
16 17
18
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