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
$1.55B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$13.7M
3
+$11.2M
4
CLS icon
Celestica
CLS
+$11.2M
5
B
Barrick Mining
B
+$11.1M

Top Sells

1
+$22.4M
2
+$19.3M
3
+$16.4M
4
BTE icon
Baytex Energy
BTE
+$14.7M
5
BBU
Brookfield Business Partners
BBU
+$12M

Sector Composition

1 Energy 19.14%
2 Financials 18.55%
3 Technology 15.87%
4 Materials 12.56%
5 Industrials 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$45K ﹤0.01%
2,400
+1,000
477
$42K ﹤0.01%
794
-226
478
$41K ﹤0.01%
1,000
479
$39K ﹤0.01%
795
-1,320
480
$39K ﹤0.01%
2,900
+750
481
$37K ﹤0.01%
1,500
+400
482
$36K ﹤0.01%
642
-1,500
483
$35K ﹤0.01%
+560
484
$35K ﹤0.01%
422
-6,710
485
$34K ﹤0.01%
290
486
$33K ﹤0.01%
1,280
487
$33K ﹤0.01%
170
488
$32K ﹤0.01%
+230
489
$31K ﹤0.01%
520
490
$31K ﹤0.01%
220
+60
491
$31K ﹤0.01%
+849
492
$30K ﹤0.01%
1,930
+30
493
$29K ﹤0.01%
90
-140
494
$28K ﹤0.01%
1,070
-430
495
$28K ﹤0.01%
40
-1,000
496
$25K ﹤0.01%
950
497
$25K ﹤0.01%
750
498
$24K ﹤0.01%
950
-250
499
$22K ﹤0.01%
4,800
500
$21K ﹤0.01%
+500
18 19
20
21 22