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
$1.27B
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.4M
3
+$25.3M
4
SU icon
Suncor Energy
SU
+$18.1M
5
TGB
Taseko Mines
TGB
+$17.7M

Top Sells

1
+$20.6M
2
+$20.2M
3
+$18.7M
4
MFC icon
Manulife Financial
MFC
+$12.2M
5
SHOP icon
Shopify
SHOP
+$12M

Sector Composition

1 Technology 19.23%
2 Materials 18.77%
3 Industrials 16.2%
4 Financials 10.2%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.54M 0.67%
125,300
+114,700
27
$8.34M 0.66%
215,908
-522,784
28
$8.33M 0.66%
182,117
-14,270
29
$7.36M 0.58%
+140,300
30
$6.66M 0.52%
287,062
-65,230
31
$6.43M 0.51%
106,566
-23,900
32
$6.39M 0.5%
+136,580
33
$6.36M 0.5%
25,990
-1,940
34
$6.34M 0.5%
566,930
-62,970
35
$6.32M 0.5%
77,050
-19,410
36
$6.3M 0.5%
185,016
-17,300
37
$6.28M 0.49%
51,640
-17,720
38
$6.21M 0.49%
15,085
-565
39
$6.2M 0.49%
34,840
-13,220
40
$6.13M 0.48%
75,420
-6,100
41
$6.04M 0.48%
112,200
-31,700
42
$6.03M 0.48%
+388,900
43
$5.97M 0.47%
448,800
-27,200
44
$5.93M 0.47%
94,436
-3,900
45
$5.91M 0.47%
126,100
+113,100
46
$5.91M 0.47%
57,670
-2,110
47
$5.84M 0.46%
56,038
-2,000
48
$5.83M 0.46%
147,340
-6,050
49
$5.69M 0.45%
30,230
-1,100
50
$5.68M 0.45%
108,400
-4,500
1
2
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