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
451
$60K ﹤0.01%
2,163
-717
452
$59K ﹤0.01%
8,100
-1,000
453
$59K ﹤0.01%
1,300
-200
454
$57K ﹤0.01%
2,000
-28,200
455
$54K ﹤0.01%
550
-540
456
$53K ﹤0.01%
319
+75
457
$52K ﹤0.01%
4,200
-6,150
458
$52K ﹤0.01%
1,272
+477
459
$50K ﹤0.01%
130
-141
460
$48K ﹤0.01%
764
+204
461
$48K ﹤0.01%
467
+355
462
$45K ﹤0.01%
74
+59
463
$41K ﹤0.01%
593
-15
464
$38K ﹤0.01%
2,500
-6,040
465
$38K ﹤0.01%
422
-62
466
$38K ﹤0.01%
+700
467
$32K ﹤0.01%
700
-11,800
468
$31K ﹤0.01%
800
+400
469
$24K ﹤0.01%
685
-685
470
$24K ﹤0.01%
165
-597
471
$24K ﹤0.01%
220
472
$24K ﹤0.01%
1,550
-3,050
473
$24K ﹤0.01%
1,250
-1,250
474
$21K ﹤0.01%
+1,050
475
$20K ﹤0.01%
180
-6,430
17 18
19
20 21