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
$1.26B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.66M
3
+$8.76M
4
SU icon
Suncor Energy
SU
+$8.43M
5
CVE icon
Cenovus Energy
CVE
+$8.01M

Top Sells

1
+$13.5M
2
+$13M
3
+$10.4M
4
LSPD icon
Lightspeed Commerce
LSPD
+$7.68M
5
BHC icon
Bausch Health
BHC
+$7.62M

Sector Composition

1 Financials 20.44%
2 Technology 16.63%
3 Industrials 11.84%
4 Consumer Discretionary 11.61%
5 Healthcare 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$57K ﹤0.01%
235
452
$57K ﹤0.01%
210
453
$57K ﹤0.01%
260
454
$57K ﹤0.01%
408
455
$57K ﹤0.01%
2,000
456
$56K ﹤0.01%
+2,300
457
$55K ﹤0.01%
600
458
$53K ﹤0.01%
1,780
459
$52K ﹤0.01%
60
460
$52K ﹤0.01%
495
+175
461
$52K ﹤0.01%
2,630
462
$51K ﹤0.01%
135
463
$50K ﹤0.01%
+300
464
$50K ﹤0.01%
8,500
-2,000
465
$50K ﹤0.01%
340
-200
466
$50K ﹤0.01%
+450
467
$48K ﹤0.01%
+580
468
$48K ﹤0.01%
135
-1,400
469
$47K ﹤0.01%
1,300
470
$47K ﹤0.01%
+3,800
471
$47K ﹤0.01%
650
472
$47K ﹤0.01%
1,040
-890
473
$46K ﹤0.01%
2,100
474
$45K ﹤0.01%
+4,200
475
$45K ﹤0.01%
4,700
17 18
19
20 21