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
$1.25B
AUM Growth
-$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.85M
3
+$7.86M
4
BMO icon
Bank of Montreal
BMO
+$7.3M
5
WPM icon
Wheaton Precious Metals
WPM
+$7.21M

Top Sells

1
+$16.3M
2
+$10.8M
3
+$9.83M
4
GIB icon
CGI
GIB
+$9.66M
5
OBE
Obsidian Energy
OBE
+$8.55M

Sector Composition

1 Financials 19.03%
2 Energy 18.64%
3 Technology 16.16%
4 Materials 10.88%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$100K 0.01%
+34,000
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%
3,400
432
$87K 0.01%
3,550
433
$87K 0.01%
+2,600
434
$87K 0.01%
22,800
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