HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.62B
1-Year Est. Return 56.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.64M
3
+$8.68M
4
BNS icon
Scotiabank
BNS
+$8.62M
5
BMO icon
Bank of Montreal
BMO
+$8.07M

Top Sells

1
+$19M
2
+$12.1M
3
+$10.3M
4
OBE
Obsidian Energy
OBE
+$9.8M
5
GIB icon
CGI
GIB
+$9.78M

Sector Composition

1 Financials 19.03%
2 Energy 18.64%
3 Technology 16.11%
4 Materials 10.82%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$100K 0.01%
+2,267
427
$99K 0.01%
408
+83
428
$95K 0.01%
+5,300
429
$93K 0.01%
672
+571
430
$93K 0.01%
17,000
-600
431
$87K 0.01%
+2,600
432
$87K 0.01%
22,800
433
$87K 0.01%
3,400
434
$87K 0.01%
3,550
435
$85K 0.01%
231
-34
436
$85K 0.01%
+17,200
437
$85K 0.01%
3,200
438
$81K 0.01%
2,600
439
$81K 0.01%
30,500
440
$79K 0.01%
+13,900
441
$78K 0.01%
3,400
442
$77K 0.01%
3,350
-1,450
443
$75K 0.01%
3,100
444
$74K 0.01%
1,890
445
$73K 0.01%
2,500
446
$72K 0.01%
1,915
-400
447
$71K 0.01%
3,800
448
$69K 0.01%
2,100
449
$68K 0.01%
1,100
-96,002
450
$62K 0.01%
+15,100
16 17
18
19 20