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
$1.18B
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$18.4M
3
+$16.4M
4
RY icon
Royal Bank of Canada
RY
+$12.7M
5
DCBO
Docebo
DCBO
+$10.7M

Top Sells

1
+$18M
2
+$16M
3
+$12.6M
4
WFG icon
West Fraser Timber
WFG
+$9.29M
5
BN icon
Brookfield
BN
+$8.88M

Sector Composition

1 Financials 19.34%
2 Technology 18%
3 Energy 17.8%
4 Healthcare 14.56%
5 Industrials 13.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$67.3K 0.01%
375
477
$64.5K 0.01%
1,014
+250
478
$62.7K 0.01%
161
479
$62K 0.01%
+190
480
$55.6K ﹤0.01%
162
-80
481
$55.5K ﹤0.01%
1,587
482
$55.2K ﹤0.01%
8,100
-3,200
483
$54.4K ﹤0.01%
640
484
$52.8K ﹤0.01%
171
-80
485
$51.4K ﹤0.01%
+10,529
486
$50.6K ﹤0.01%
651
+440
487
$47.2K ﹤0.01%
+160
488
$46.7K ﹤0.01%
900
+200
489
$43.1K ﹤0.01%
180
+80
490
$42.9K ﹤0.01%
1,040
-310
491
$39.3K ﹤0.01%
700
492
$32.6K ﹤0.01%
503
-320
493
$29.1K ﹤0.01%
249
494
$27.5K ﹤0.01%
300
-69,050
495
$26.8K ﹤0.01%
+55
496
$26.4K ﹤0.01%
+923
497
$25K ﹤0.01%
+300
498
$24K ﹤0.01%
1,950
+675
499
$22.8K ﹤0.01%
505
500
$21.9K ﹤0.01%
913
-417
18 19
20
21 22