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
476
$19K ﹤0.01%
174
+49
477
$17K ﹤0.01%
830
-450
478
$16K ﹤0.01%
80
-80
479
$14K ﹤0.01%
300
-13,100
480
$14K ﹤0.01%
825
-3,125
481
$14K ﹤0.01%
60
-2,200
482
$14K ﹤0.01%
180
483
$14K ﹤0.01%
+140
484
$13K ﹤0.01%
570
-930
485
$12K ﹤0.01%
+300
486
$12K ﹤0.01%
350
487
$12K ﹤0.01%
265
-529
488
$12K ﹤0.01%
135
489
$12K ﹤0.01%
86
-612
490
$12K ﹤0.01%
+50
491
$11K ﹤0.01%
595
-1,335
492
$11K ﹤0.01%
100
-4,100
493
$11K ﹤0.01%
200
494
$11K ﹤0.01%
3,200
495
$11K ﹤0.01%
52
496
$11K ﹤0.01%
500
-21,900
497
$11K ﹤0.01%
+1,275
498
$11K ﹤0.01%
100
-5,200
499
$10K ﹤0.01%
120
500
$10K ﹤0.01%
60
-110
18 19
20
21 22