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
$1.18B
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$18.4M
3
+$16.4M
4
RY icon
Royal Bank of Canada
RY
+$12.7M
5
DCBO
Docebo
DCBO
+$10.7M

Top Sells

1
+$18M
2
+$16M
3
+$12.6M
4
WFG icon
West Fraser Timber
WFG
+$9.29M
5
BN icon
Brookfield
BN
+$8.88M

Sector Composition

1 Financials 19.34%
2 Technology 18%
3 Energy 17.8%
4 Healthcare 14.56%
5 Industrials 13.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$129K 0.01%
1,172
-3,730
427
$129K 0.01%
1,430
428
$121K 0.01%
+15,900
429
$120K 0.01%
15,950
-1,050
430
$120K 0.01%
8,230
-5,100
431
$116K 0.01%
11,500
-2,000
432
$113K 0.01%
768
-3,410
433
$113K 0.01%
+11,100
434
$113K 0.01%
7,400
435
$113K 0.01%
6,220
436
$113K 0.01%
1,030
+180
437
$112K 0.01%
2,600
438
$110K 0.01%
1,176
-40
439
$109K 0.01%
+10,800
440
$108K 0.01%
+15,300
441
$105K 0.01%
444
+56
442
$104K 0.01%
+4,200
443
$104K 0.01%
+25,525
444
$104K 0.01%
3,100
445
$103K 0.01%
12,600
+200
446
$103K 0.01%
+310
447
$102K 0.01%
4,900
448
$102K 0.01%
3,600
+300
449
$100K 0.01%
3,400
-18,512
450
$99.9K 0.01%
+5,900
16 17
18
19 20